Weatherly Asset Management’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
Q1 | – | Sell |
-1,487
| Closed | -$207K | – | 184 |
|
|
2024
Q4 | $207K | Buy |
+1,487
| New | +$207K | 0.02% | 175 |
|
|
2024
Q3 | – | Sell |
-1,602
| Closed | -$204K | – | 185 |
|
|
2024
Q2 | $204K | Buy |
+1,602
| New | +$204K | 0.02% | 169 |
|
|
2022
Q1 | – | Sell |
-1,810
| Closed | -$209K | – | 199 |
|
|
2021
Q4 | $209K | Buy |
+1,810
| New | +$209K | 0.02% | 196 |
|