Waterloo Capital’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 | $789K | Sell |
5,246
-328
| -6% | -$49.3K | 0.06% | 209 |
|
|
2025
Q1 | $708K | Sell |
5,574
-1,029
| -16% | -$131K | 0.07% | 205 |
|
|
2024
Q4 | $920K | Sell |
6,603
-113
| -2% | -$15.7K | 0.1% | 171 |
|
|
2024
Q3 | $886K | Buy |
6,716
+311
| +5% | +$41K | 0.1% | 173 |
|
|
2024
Q2 | $816K | Sell |
6,405
-618
| -9% | -$78.8K | 0.1% | 167 |
|
|
2024
Q1 | $823K | Sell |
7,023
-712
| -9% | -$83.4K | 0.11% | 170 |
|
|
2023
Q4 | $805K | Buy |
+7,735
| New | +$805K | 0.13% | 157 |
|