Wescott Financial Advisory Group’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 | $843K | Buy |
5,605
+708
| +14% | +$106K | 0.08% | 98 |
|
|
2025
Q1 | $622K | Buy |
4,897
+7
| +0.1% | +$889 | 0.06% | 101 |
|
|
2024
Q4 | $681K | Sell |
4,890
-1,010
| -17% | -$141K | 0.07% | 99 |
|
|
2024
Q3 | $778K | Buy |
5,900
+11
| +0.2% | +$1.45K | 0.08% | 91 |
|
|
2024
Q2 | $751K | Buy |
5,889
+7
| +0.1% | +$892 | 0.09% | 92 |
|
|
2024
Q1 | $689K | Buy |
5,882
+8
| +0.1% | +$938 | 0.09% | 91 |
|
|
2023
Q4 | $611K | Buy |
5,874
+40
| +0.7% | +$4.16K | 0.09% | 92 |
|
|
2023
Q3 | $553K | Hold |
5,834
| – | – | 0.1% | 91 |
|
|
2023
Q2 | $570K | Sell |
5,834
-552
| -9% | -$53.9K | 0.1% | 92 |
|
|
2023
Q1 | $567K | Sell |
6,386
-118
| -2% | -$10.5K | 0.12% | 84 |
|
|
2022
Q4 | $530K | Buy |
+6,504
| New | +$530K | 0.11% | 89 |
|