Wealthspire Advisors (New York)’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 | $980K | Sell |
6,513
-126
| -2% | -$19K | 0.01% | 388 |
|
|
2025
Q1 | $844K | Buy |
6,639
+1,101
| +20% | +$140K | 0.01% | 419 |
|
|
2024
Q4 | $772K | Sell |
5,538
-135
| -2% | -$18.8K | 0.01% | 419 |
|
|
2024
Q3 | $748K | Sell |
5,673
-794
| -12% | -$105K | 0.01% | 421 |
|
|
2024
Q2 | $824K | Buy |
6,467
+288
| +5% | +$36.7K | 0.01% | 348 |
|
|
2024
Q1 | $724K | Buy |
6,179
+45
| +0.7% | +$5.27K | 0.01% | 360 |
|
|
2023
Q4 | $639K | Sell |
6,134
-1,297
| -17% | -$135K | 0.01% | 380 |
|
|
2023
Q3 | $705K | Buy |
7,431
+5,263
| +243% | +$499K | 0.01% | 337 |
|
|
2023
Q2 | $212K | Buy |
+2,168
| New | +$212K | ﹤0.01% | 519 |
|
|
2022
Q4 | – | Sell |
-3,422
| Closed | -$274K | – | 596 |
|
|
2022
Q3 | $274K | Buy |
+3,422
| New | +$274K | 0.01% | 428 |
|