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 |
|