Venturi Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-252
| Closed | -$35.1K | – | 1219 |
|
|
2024
Q4 | $35.1K | Hold |
252
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q3 | $33.2K | Buy |
252
+207
| +460% | +$27.3K | ﹤0.01% | 877 |
|
|
2024
Q2 | $5.74K | Hold |
45
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q1 | $5.28K | Hold |
45
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q4 | $4.69K | Hold |
45
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q3 | $4.27K | Hold |
45
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q2 | $4.39K | Hold |
45
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 872 |
|