WBC
West Branch Capital’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 | $372K | Sell |
2,471
-38
| -2% | -$5.72K | 0.11% | 61 |
|
|
2025
Q1 | $319K | Buy |
2,509
+2
| +0.1% | +$254 | 0.11% | 66 |
|
|
2024
Q4 | $349K | Buy |
2,507
+4
| +0.2% | +$557 | 0.11% | 63 |
|
|
2024
Q3 | $330K | Sell |
2,503
-112
| -4% | -$14.8K | 0.11% | 66 |
|
|
2024
Q2 | $333K | Buy |
2,615
+53
| +2% | +$6.76K | 0.12% | 66 |
|
|
2024
Q1 | $300K | Sell |
2,562
-115
| -4% | -$13.5K | 0.12% | 69 |
|
|
2023
Q4 | $279K | Buy |
2,677
+14
| +0.5% | +$1.46K | 0.13% | 63 |
|
|
2023
Q3 | $253K | Hold |
2,663
| – | – | 0.13% | 68 |
|
|
2023
Q2 | $260K | Buy |
2,663
+4
| +0.2% | +$391 | 0.13% | 68 |
|
|
2023
Q1 | $236K | Buy |
2,659
+8
| +0.3% | +$710 | 0.13% | 72 |
|
|
2022
Q4 | $216K | Buy |
2,651
+5
| +0.2% | +$408 | 0.13% | 73 |
|
|
2022
Q3 | $212K | Buy |
2,646
+6
| +0.2% | +$481 | 0.13% | 73 |
|
|
2022
Q2 | $221K | Buy |
2,640
+4
| +0.2% | +$335 | 0.13% | 73 |
|
|
2022
Q1 | $278K | Buy |
2,636
+4
| +0.2% | +$422 | 0.13% | 70 |
|
|
2021
Q4 | $304K | Buy |
2,632
+117
| +5% | +$13.5K | 0.13% | 71 |
|
|
2021
Q3 | $258K | Sell |
2,515
-99
| -4% | -$10.2K | 0.12% | 74 |
|
|
2021
Q2 | $264K | Sell |
2,614
-2
| -0.1% | -$202 | 0.13% | 77 |
|
|
2021
Q1 | $238K | Sell |
2,616
-420
| -14% | -$38.2K | 0.14% | 80 |
|
|
2020
Q4 | $269K | Buy |
3,036
+11
| +0.4% | +$975 | 0.16% | 73 |
|
|
2020
Q3 | $242K | Buy |
3,025
+7
| +0.2% | +$560 | 0.15% | 75 |
|
|
2020
Q2 | $217K | Buy |
+3,018
| New | +$217K | 0.15% | 79 |
|
|
2020
Q1 | – | Sell |
-3,206
| Closed | -$217K | – | 82 |
|
|
2019
Q4 | $217K | Sell |
3,206
-1,821
| -36% | -$123K | 0.15% | 90 |
|
|
2019
Q3 | $316K | Sell |
5,027
-1,718
| -25% | -$108K | 0.23% | 67 |
|
|
2019
Q2 | $423K | Buy |
6,745
+22
| +0.3% | +$1.38K | 0.35% | 61 |
|
|
2019
Q1 | $406K | Buy |
6,723
+17
| +0.3% | +$1.03K | 0.36% | 56 |
|
|
2018
Q4 | $353K | Sell |
6,706
-230
| -3% | -$12.1K | 0.37% | 55 |
|
|
2018
Q3 | $431K | Sell |
6,936
-284
| -4% | -$17.6K | 0.32% | 64 |
|
|
2018
Q2 | $413K | Buy |
+7,220
| New | +$413K | 0.33% | 63 |
|