WealthShield Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WealthShield Partners’s Portfolio IUSG Stock Details IUSG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.42M	Buy	29,392 +60	+0.2%	+$9.02K	0.53%	50
2025 Q1	$3.73M	Buy	29,332 +6,721	+30%	+$854K	0.48%	58
2024 Q4	$3.15M	Sell	22,611 -7,419	-25%	-$1.03M	0.45%	59
2024 Q3	$3.96M	Buy	30,030 +6,908	+30%	+$911K	0.54%	49
2024 Q2	$2.95M	Sell	23,122 -196	-0.8%	-$25K	0.45%	64
2024 Q1	$2.73M	Sell	23,318 -7,388	-24%	-$866K	0.44%	64
2023 Q4	$3.2M	Sell	30,706 -8,520	-22%	-$887K	0.53%	46
2023 Q3	$3.73M	Sell	39,226 -65	-0.2%	-$6.19K	0.56%	44
2023 Q2	$3.84M	Sell	39,291 -594	-1%	-$58K	0.58%	49
2023 Q1	$3.54M	Buy	39,885 +2,661	+7%	+$236K	0.57%	43
2022 Q4	$3.04M	Sell	37,224 -3,353	-8%	-$273K	0.58%	43
2022 Q3	$3.25M	Buy	40,577 +4,195	+12%	+$336K	0.65%	34
2022 Q2	$3.05M	Buy	36,382 +3,586	+11%	+$300K	0.6%	38
2022 Q1	$3.47M	Sell	32,796 -24,183	-42%	-$2.56M	0.56%	42
2021 Q4	$6.59M	Buy	56,979 +24,404	+75%	+$2.82M	1.1%	23
2021 Q3	$3.34M	Sell	32,575 -21,130	-39%	-$2.16M	0.89%	33
2021 Q2	$5.42M	Buy	53,705 +1,241	+2%	+$125K	0.85%	33
2021 Q1	$4.76M	Buy	52,464 +5,628	+12%	+$511K	0.86%	32
2020 Q4	$4.15M	Sell	46,836 -2,591	-5%	-$230K	0.77%	42
2020 Q3	$3.95M	Buy	49,427 +6,851	+16%	+$548K	1.38%	17
2020 Q2	$3.06M	Sell	42,576 -3,143	-7%	-$226K	1.41%	19
2020 Q1	$2.61M	Sell	45,719 -1,281	-3%	-$73.1K	1.6%	16
2019 Q4	$3.18M	Buy	47,000 +2,541	+6%	+$172K	1.55%	15
2019 Q3	$2.8M	Buy	44,459 +2,737	+7%	+$172K	1.48%	14
2019 Q2	$2.62M	Sell	41,722 -194	-0.5%	-$12.2K	1.52%	13
2019 Q1	$2.53M	Sell	41,916 -716	-2%	-$43.2K	1.41%	15
2018 Q4	$2.25M	Buy	42,632 +14,071	+49%	+$742K	1.53%	15
2018 Q3	$1.78M	Buy	28,561 +5,624	+25%	+$350K	1.02%	24
2018 Q2	$1.32M	Buy	22,937 +5,014	+28%	+$288K	0.8%	24
2018 Q1	$979K	Buy	17,923 +3,243	+22%	+$177K	0.62%	30
2017 Q4	$796K	Buy	+14,680	New	+$796K	0.48%	44