WealthCare Investment 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 | $394K | Sell |
2,594
-279
| -10% | -$42.3K | 0.14% | 116 |
|
|
2025
Q1 | $339K | Sell |
2,873
-44
| -2% | -$5.19K | 0.14% | 112 |
|
|
2024
Q4 | $406K | Buy |
2,917
+195
| +7% | +$27.1K | 0.18% | 106 |
|
|
2024
Q3 | $355K | Sell |
2,722
-75
| -3% | -$9.78K | 0.16% | 102 |
|
|
2024
Q2 | $357K | Buy |
2,797
+326
| +13% | +$41.6K | 0.17% | 99 |
|
|
2024
Q1 | $290K | Sell |
2,471
-54
| -2% | -$6.33K | 0.14% | 105 |
|
|
2023
Q4 | $260K | Sell |
2,525
-62
| -2% | -$6.4K | 0.14% | 107 |
|
|
2023
Q3 | $246K | Sell |
2,587
-136
| -5% | -$12.9K | 0.15% | 99 |
|
|
2023
Q2 | $266K | Buy |
2,723
+6
| +0.2% | +$585 | 0.16% | 95 |
|
|
2023
Q1 | $241K | Sell |
2,717
-401
| -13% | -$35.6K | 0.15% | 106 |
|
|
2022
Q4 | $254K | Buy |
3,118
+1
| +0% | +$82 | 0.17% | 97 |
|
|
2022
Q3 | $250K | Sell |
3,117
-162
| -5% | -$13K | 0.21% | 91 |
|
|
2022
Q2 | $274K | Buy |
3,279
+157
| +5% | +$13.1K | 0.23% | 86 |
|
|
2022
Q1 | $317K | Buy |
3,122
+319
| +11% | +$32.4K | 0.28% | 76 |
|
|
2021
Q4 | $324K | Buy |
+2,803
| New | +$324K | 0.31% | 74 |
|