Wealthquest’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $842K | Hold |
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|
2024
Q3 | $785K | Sell |
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|
2024
Q2 | $824K | Sell |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $784K | Buy |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $734K | Hold |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $654K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.7M | Hold |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $2.34M | Hold |
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|
2021
Q2 | $2.31M | Sell |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $2.18M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $2.09M | Buy |
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|
2019
Q4 | $2.17M | Sell |
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|
2019
Q3 | $2.08M | Sell |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.08M | Sell |
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|
2018
Q4 | $1.86M | Buy |
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