Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Buy |
5,798
+11
| +0.2% | +$1.65K | 0.04% | 293 |
|
|
2025
Q1 | $735K | Sell |
5,787
-265
| -4% | -$33.7K | 0.04% | 292 |
|
|
2024
Q4 | $843K | Sell |
6,052
-61
| -1% | -$8.5K | 0.05% | 281 |
|
|
2024
Q3 | $806K | Buy |
6,113
+101
| +2% | +$13.3K | 0.05% | 281 |
|
|
2024
Q2 | $766K | Sell |
6,012
-4
| -0.1% | -$510 | 0.05% | 271 |
|
|
2024
Q1 | $705K | Sell |
6,016
-96
| -2% | -$11.3K | 0.05% | 275 |
|
|
2023
Q4 | $636K | Sell |
6,112
-89
| -1% | -$9.27K | 0.05% | 278 |
|
|
2023
Q3 | $588K | Sell |
6,201
-213
| -3% | -$20.2K | 0.05% | 274 |
|
|
2023
Q2 | $626K | Sell |
6,414
-85
| -1% | -$8.3K | 0.05% | 260 |
|
|
2023
Q1 | $577K | Sell |
6,499
-131
| -2% | -$11.6K | 0.05% | 261 |
|
|
2022
Q4 | $541K | Buy |
6,630
+16
| +0.2% | +$1.31K | 0.05% | 230 |
|
|
2022
Q3 | $530K | Sell |
6,614
-225
| -3% | -$18K | 0.06% | 218 |
|
|
2022
Q2 | $572K | Buy |
6,839
+317
| +5% | +$26.5K | 0.05% | 222 |
|
|
2022
Q1 | $689K | Buy |
6,522
+633
| +11% | +$66.9K | 0.06% | 210 |
|
|
2021
Q4 | $681K | Buy |
5,889
+312
| +6% | +$36.1K | 0.06% | 193 |
|
|
2021
Q3 | $571K | Buy |
5,577
+329
| +6% | +$33.7K | 0.06% | 177 |
|
|
2021
Q2 | $530K | Buy |
5,248
+153
| +3% | +$15.5K | 0.05% | 197 |
|
|
2021
Q1 | $463K | Buy |
5,095
+74
| +1% | +$6.73K | 0.05% | 204 |
|
|
2020
Q4 | $445K | Buy |
5,021
+141
| +3% | +$12.5K | 0.05% | 192 |
|
|
2020
Q3 | $390K | Sell |
4,880
-496
| -9% | -$39.6K | 0.06% | 174 |
|
|
2020
Q2 | $386K | Buy |
5,376
+250
| +5% | +$18K | 0.06% | 159 |
|
|
2020
Q1 | $293K | Buy |
5,126
+1,822
| +55% | +$104K | 0.06% | 153 |
|
|
2019
Q4 | $223K | Buy |
+3,304
| New | +$223K | 0.04% | 193 |
|