WWA
WCG Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,230
| Closed | -$1.35M | – | 307 |
|
|
2024
Q3 | $1.35M | Buy |
+10,230
| New | +$1.35M | 0.09% | 193 |
|
|
2022
Q4 | – | Sell |
-3,117
| Closed | -$250K | – | 213 |
|
|
2022
Q3 | $250K | Sell |
3,117
-33
| -1% | -$2.65K | 0.03% | 246 |
|
|
2022
Q2 | $264K | Buy |
+3,150
| New | +$264K | 0.04% | 228 |
|