Wealthcare Advisory 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
$4.18M Sell
27,816
-1,791
-6% -$269K 0.1% 175
2025
Q1
$3.76M Buy
29,607
+2,086
+8% +$265K 0.1% 172
2024
Q4
$3.84M Sell
27,521
-399
-1% -$55.6K 0.11% 165
2024
Q3
$3.68M Sell
27,920
-122
-0.4% -$16.1K 0.1% 170
2024
Q2
$3.57M Sell
28,042
-410
-1% -$52.3K 0.11% 147
2024
Q1
$3.33M Sell
28,452
-576
-2% -$67.5K 0.11% 160
2023
Q4
$3.02M Buy
29,028
+111
+0.4% +$11.6K 0.12% 143
2023
Q3
$2.74M Sell
28,917
-1,222
-4% -$116K 0.13% 137
2023
Q2
$2.94M Sell
30,139
-11,077
-27% -$1.08M 0.13% 135
2023
Q1
$3.66M Buy
41,216
+11,256
+38% +$999K 0.16% 114
2022
Q4
$2.44M Buy
29,960
+63
+0.2% +$5.14K 0.12% 142
2022
Q3
$2.4M Buy
29,897
+5,557
+23% +$446K 0.14% 122
2022
Q2
$2.04M Sell
24,340
-711
-3% -$59.5K 0.12% 112
2022
Q1
$2.65M Sell
25,051
-1,003
-4% -$106K 0.16% 80
2021
Q4
$3.01M Buy
26,054
+214
+0.8% +$24.7K 0.18% 69
2021
Q3
$2.65M Buy
25,840
+54
+0.2% +$5.53K 0.17% 78
2021
Q2
$2.6M Buy
25,786
+677
+3% +$68.4K 0.17% 81
2021
Q1
$2.28M Sell
25,109
-1,442
-5% -$131K 0.17% 82
2020
Q4
$2.36M Buy
26,551
+599
+2% +$53.1K 0.21% 68
2020
Q3
$2.08M Buy
25,952
+1,886
+8% +$151K 0.23% 59
2020
Q2
$1.73M Buy
24,066
+9,369
+64% +$673K 0.22% 60
2020
Q1
$839K Sell
14,697
-1,513
-9% -$86.4K 0.12% 105
2019
Q4
$1.1M Buy
16,210
+2,149
+15% +$145K 0.14% 94
2019
Q3
$884K Sell
14,061
-654
-4% -$41.1K 0.13% 99
2019
Q2
$922K Buy
14,715
+57
+0.4% +$3.57K 0.15% 86
2019
Q1
$884K Sell
14,658
-489
-3% -$29.5K 0.15% 86
2018
Q4
$798K Sell
15,147
-1,891
-11% -$99.6K 0.15% 86
2018
Q3
$1.06M Sell
17,038
-366
-2% -$22.7K 0.19% 72
2018
Q2
$995K Buy
17,404
+2,655
+18% +$152K 0.2% 73
2018
Q1
$806K Buy
14,749
+711
+5% +$38.9K 0.18% 74
2017
Q4
$755K Buy
14,038
+1,262
+10% +$67.9K 0.19% 68
2017
Q3
$645K Buy
+12,776
New +$645K 0.19% 67