WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-992
| Closed | -$96.9K | – | 720 |
|
|
2023
Q2 | $96.9K | Sell |
992
-916
| -48% | -$89.4K | 0.01% | 406 |
|
|
2023
Q1 | $169K | Sell |
1,908
-12,904
| -87% | -$1.15M | 0.02% | 339 |
|
|
2022
Q4 | $1.3M | Buy |
+14,812
| New | +$1.3M | 0.09% | 159 |
|
|
2022
Q1 | $1.83M | Sell |
19,753
-454
| -2% | -$42.1K | 0.13% | 125 |
|
|
2021
Q4 | $2.14M | Buy |
20,207
+444
| +2% | +$47K | 0.14% | 114 |
|
|
2021
Q3 | $2.27M | Buy |
19,763
+2,903
| +17% | +$334K | 0.15% | 110 |
|
|
2021
Q2 | $1.77M | Buy |
16,860
+1,834
| +12% | +$193K | 0.12% | 114 |
|
|
2021
Q1 | $1.44M | Sell |
15,026
-672
| -4% | -$64.2K | 0.11% | 120 |
|
|
2020
Q4 | $1.45M | Sell |
15,698
-811
| -5% | -$74.8K | 0.12% | 114 |
|
|
2020
Q3 | $1.38M | Buy |
16,509
+4,612
| +39% | +$386K | 0.13% | 105 |
|
|
2020
Q2 | $945K | Buy |
+11,897
| New | +$945K | 0.1% | 124 |
|