WBH Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,348
| Closed | -$354K | – | 226 |
|
|
2017
Q2 | $354K | Buy |
7,348
+25
| +0.3% | +$1.2K | 0.1% | 164 |
|
|
2017
Q1 | $339K | Buy |
7,323
+21
| +0.3% | +$972 | 0.1% | 170 |
|
|
2016
Q4 | $313K | Buy |
7,302
+2,323
| +47% | +$99.6K | 0.1% | 174 |
|
|
2016
Q3 | $211K | Buy |
4,979
+37
| +0.7% | +$1.57K | 0.07% | 208 |
|
|
2016
Q2 | $201K | Sell |
4,942
-2
| -0% | -$81 | 0.08% | 190 |
|
|
2016
Q1 | $200K | Buy |
+4,944
| New | +$200K | 0.07% | 192 |
|