Wealth Enhancement Advisory Services’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 | $13.6M | Sell |
89,745
-1,934
| -2% | -$293K | 0.02% | 538 |
|
|
2025
Q1 | $11.7M | Sell |
91,679
-12,365
| -12% | -$1.57M | 0.02% | 535 |
|
|
2024
Q4 | $14.5M | Buy |
104,044
+5,443
| +6% | +$758K | 0.03% | 459 |
|
|
2024
Q3 | $13M | Sell |
98,601
-1,360
| -1% | -$179K | 0.03% | 450 |
|
|
2024
Q2 | $12.7M | Buy |
99,961
+1,486
| +2% | +$189K | 0.03% | 419 |
|
|
2024
Q1 | $11.5M | Buy |
98,475
+34,515
| +54% | +$4.05M | 0.03% | 434 |
|
|
2023
Q4 | $6.66M | Sell |
63,960
-1,406
| -2% | -$146K | 0.02% | 529 |
|
|
2023
Q3 | $6.2M | Buy |
65,366
+62,160
| +1,939% | +$5.89M | 0.02% | 524 |
|
|
2023
Q2 | $313K | Buy |
3,206
+3
| +0.1% | +$293 | ﹤0.01% | 430 |
|
|
2023
Q1 | $284K | Buy |
+3,203
| New | +$284K | ﹤0.01% | 450 |
|