Verdence Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,527
| Closed | -$201K | – | 651 |
|
|
2024
Q3 | $201K | Sell |
1,527
-55
| -3% | -$7.26K | 0.02% | 618 |
|
|
2024
Q2 | $202K | Buy |
+1,582
| New | +$202K | 0.02% | 573 |
|
|
2024
Q1 | – | Sell |
-2,072
| Closed | -$216K | – | 599 |
|
|
2023
Q4 | $216K | Buy |
+2,072
| New | +$216K | 0.02% | 537 |
|
|
2022
Q1 | – | Sell |
-1,775
| Closed | -$205K | – | 518 |
|
|
2021
Q4 | $205K | Buy |
+1,775
| New | +$205K | 0.02% | 478 |
|