Wescott Financial Advisory Group’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
Q3 | $930K | Buy |
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|
2025
Q2 | $843K | Buy |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $751K | Buy |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $530K | Buy |
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