Wealth Management Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Sell |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $932K | Sell |
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|
2023
Q3 | $851K | Buy |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $742K | Hold |
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|
2022
Q3 | $734K | Hold |
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|
2022
Q2 | $766K | Hold |
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|
2022
Q1 | $967K | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $974K | Sell |
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|
2021
Q2 | $980K | Buy |
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|
2021
Q1 | $911K | Sell |
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|
2020
Q4 | $1.1M | Buy |
|