Wealthspire Advisors (New York)’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
Q2
$980K Sell
2025
Q1
$844K Buy
2024
Q4
$772K Sell
2024
Q3
$748K Sell
2024
Q2
$824K Buy
2024
Q1
$724K Buy
2023
Q4
$639K Sell
2023
Q3
$705K Buy
2023
Q2
$212K Buy
2022
Q4
Sell
2022
Q3
$274K Buy