West Branch Capital’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 | $372K | Sell |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $264K | Sell |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $423K | Buy |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $353K | Sell |
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|
2018
Q3 | $431K | Sell |
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|
2018
Q2 | $413K | Buy |
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