Wealth Alliance’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 | $343K | Buy |
2,280
+549
| +32% | +$82.6K | 0.04% | 372 |
|
2025
Q1 | $220K | Sell |
1,731
-49
| -3% | -$6.23K | 0.03% | 478 |
|
2024
Q4 | $248K | Sell |
1,780
-1,164
| -40% | -$162K | 0.03% | 436 |
|
2024
Q3 | $388K | Sell |
2,944
-19
| -0.6% | -$2.51K | 0.05% | 334 |
|
2024
Q2 | $378K | Buy |
2,963
+121
| +4% | +$15.4K | 0.05% | 320 |
|
2024
Q1 | $333K | Sell |
2,842
-33
| -1% | -$3.87K | 0.04% | 370 |
|
2023
Q4 | $299K | Sell |
2,875
-40
| -1% | -$4.16K | 0.04% | 382 |
|
2023
Q3 | $276K | Sell |
2,915
-152
| -5% | -$14.4K | 0.04% | 373 |
|
2023
Q2 | $299K | Sell |
3,067
-90
| -3% | -$8.79K | 0.04% | 382 |
|
2023
Q1 | $280K | Sell |
3,157
-41
| -1% | -$3.64K | 0.05% | 385 |
|
2022
Q4 | $261K | Buy |
3,198
+29
| +0.9% | +$2.36K | 0.05% | 386 |
|
2022
Q3 | $254K | Sell |
3,169
-646
| -17% | -$51.8K | 0.05% | 368 |
|
2022
Q2 | $319K | Sell |
3,815
-1,928
| -34% | -$161K | 0.06% | 308 |
|
2022
Q1 | $607K | Sell |
5,743
-1,857
| -24% | -$196K | 0.12% | 181 |
|
2021
Q4 | $879K | Sell |
7,600
-106
| -1% | -$12.3K | 0.18% | 127 |
|
2021
Q3 | $789K | Sell |
7,706
-1,677
| -18% | -$172K | 0.18% | 129 |
|
2021
Q2 | $948K | Sell |
9,383
-3,277
| -26% | -$331K | 0.22% | 109 |
|
2021
Q1 | $1.15M | Sell |
12,660
-383
| -3% | -$34.8K | 0.32% | 70 |
|
2020
Q4 | $1.16M | Sell |
13,043
-61
| -0.5% | -$5.41K | 0.34% | 69 |
|
2020
Q3 | $1.05M | Buy |
13,104
+345
| +3% | +$27.6K | 0.38% | 65 |
|
2020
Q2 | $917K | Sell |
12,759
-1,561
| -11% | -$112K | 0.36% | 72 |
|
2020
Q1 | $818K | Buy |
+14,320
| New | +$818K | 0.44% | 62 |
|