Wealth Management Partners’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 | $1.25M | Buy |
8,324
+4
| +0% | +$602 | 0.44% | 50 |
|
|
2025
Q1 | $1.06M | Sell |
8,320
-274
| -3% | -$34.8K | 0.49% | 47 |
|
|
2024
Q4 | $1.2M | Buy |
8,594
+1
| +0% | +$139 | 0.52% | 43 |
|
|
2024
Q3 | $1.13M | Sell |
8,593
-277
| -3% | -$36.5K | 0.53% | 43 |
|
|
2024
Q2 | $1.13M | Sell |
8,870
-90
| -1% | -$11.5K | 0.55% | 40 |
|
|
2024
Q1 | $1.05M | Buy |
8,960
+5
| +0.1% | +$586 | 0.53% | 45 |
|
|
2023
Q4 | $932K | Sell |
8,955
-23
| -0.3% | -$2.39K | 0.52% | 46 |
|
|
2023
Q3 | $851K | Buy |
8,978
+6
| +0.1% | +$569 | 0.53% | 42 |
|
|
2023
Q2 | $876K | Sell |
8,972
-260
| -3% | -$25.4K | 0.55% | 41 |
|
|
2023
Q1 | $819K | Buy |
9,232
+232
| +3% | +$20.6K | 0.57% | 40 |
|
|
2022
Q4 | $742K | Hold |
9,000
| – | – | 0.62% | 43 |
|
|
2022
Q3 | $734K | Hold |
9,000
| – | – | 0.65% | 41 |
|
|
2022
Q2 | $766K | Hold |
9,000
| – | – | 0.67% | 39 |
|
|
2022
Q1 | $967K | Hold |
9,000
| – | – | 0.69% | 36 |
|
|
2021
Q4 | $1.06M | Sell |
9,000
-507
| -5% | -$59.6K | 0.73% | 33 |
|
|
2021
Q3 | $974K | Sell |
9,507
-195
| -2% | -$20K | 0.72% | 36 |
|
|
2021
Q2 | $980K | Buy |
9,702
+25
| +0.3% | +$2.53K | 0.68% | 41 |
|
|
2021
Q1 | $911K | Sell |
9,677
-2,251
| -19% | -$212K | 0.68% | 42 |
|
|
2020
Q4 | $1.1M | Buy |
+11,928
| New | +$1.1M | 0.86% | 31 |
|