WCG
Weaver Consulting Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Hold |
4,363
| – | – | 0.18% | 103 |
|
|
2025
Q1 | $554K | Hold |
4,363
| – | – | 0.17% | 111 |
|
|
2024
Q4 | $608K | Buy |
4,363
+116
| +3% | +$16.2K | 0.19% | 94 |
|
|
2024
Q3 | $560K | Hold |
4,247
| – | – | 0.18% | 102 |
|
|
2024
Q2 | $541K | Hold |
4,247
| – | – | 0.19% | 97 |
|
|
2024
Q1 | $498K | Hold |
4,247
| – | – | 0.18% | 100 |
|
|
2023
Q4 | $442K | Buy |
4,247
+73
| +2% | +$7.6K | 0.18% | 103 |
|
|
2023
Q3 | $396K | Hold |
4,174
| – | – | 0.18% | 105 |
|
|
2023
Q2 | $408K | Sell |
4,174
-428
| -9% | -$41.8K | 0.18% | 100 |
|
|
2023
Q1 | $409K | Hold |
4,602
| – | – | 0.19% | 105 |
|
|
2022
Q4 | $375K | Sell |
4,602
-450
| -9% | -$36.7K | 0.19% | 103 |
|
|
2022
Q3 | $405K | Hold |
5,052
| – | – | 0.23% | 88 |
|
|
2022
Q2 | $423K | Hold |
5,052
| – | – | 0.24% | 86 |
|
|
2022
Q1 | $534K | Buy |
5,052
+59
| +1% | +$6.24K | 0.26% | 70 |
|
|
2021
Q4 | $577K | Buy |
4,993
+168
| +3% | +$19.4K | 0.28% | 63 |
|
|
2021
Q3 | $494K | Hold |
4,825
| – | – | 0.27% | 69 |
|
|
2021
Q2 | $487K | Sell |
4,825
-120
| -2% | -$12.1K | 0.27% | 68 |
|
|
2021
Q1 | $449K | Hold |
4,945
| – | – | 0.28% | 72 |
|
|
2020
Q4 | $439K | Hold |
4,945
| – | – | 0.27% | 71 |
|
|
2020
Q3 | $396K | Hold |
4,945
| – | – | 0.23% | 71 |
|
|
2020
Q2 | $356K | Buy |
4,945
+1,000
| +25% | +$72K | 0.21% | 74 |
|
|
2020
Q1 | $225K | Sell |
3,945
-390
| -9% | -$22.2K | 0.15% | 93 |
|
|
2019
Q4 | $273K | Sell |
4,335
-117
| -3% | -$7.37K | 0.15% | 91 |
|
|
2019
Q3 | $286K | Hold |
4,452
| – | – | 0.15% | 80 |
|
|
2019
Q2 | $279K | Sell |
4,452
-193
| -4% | -$12.1K | 0.15% | 79 |
|
|
2019
Q1 | $288K | Buy |
+4,645
| New | +$288K | 0.08% | 173 |
|