Vivid Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.01M | Buy |
8,690
+258
| +3% | +$29.8K | 0.38% | 38 |
|
|
2021
Q3 | $863K | Buy |
8,432
+164
| +2% | +$16.8K | 0.35% | 42 |
|
|
2021
Q2 | $835K | Buy |
8,268
+167
| +2% | +$16.9K | 0.34% | 43 |
|
|
2021
Q1 | $735K | Buy |
8,101
+42
| +0.5% | +$3.81K | 0.34% | 41 |
|
|
2020
Q4 | $715K | Sell |
8,059
-72
| -0.9% | -$6.39K | 0.35% | 46 |
|
|
2020
Q3 | $650K | Sell |
8,131
-1,813
| -18% | -$145K | 0.4% | 38 |
|
|
2020
Q2 | $715K | Sell |
9,944
-613
| -6% | -$44.1K | 0.45% | 32 |
|
|
2020
Q1 | $603K | Buy |
+10,557
| New | +$603K | 0.79% | 36 |
|