Wealth Advisors of Iowa’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
2022
Q1
Sell
-87,586
Closed -$10.1M 65
2021
Q4
$10.1M Buy
87,586
+2,756
+3% +$319K 5.54% 5
2021
Q3
$8.69M Buy
+84,830
New +$8.69M 4.72% 5