Western Wealth Management’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 | $3.75M | Sell |
24,964
-2,234
| -8% | -$336K | 0.22% | 92 |
|
|
2025
Q1 | $3.46M | Sell |
27,198
-1,398
| -5% | -$178K | 0.23% | 90 |
|
|
2024
Q4 | $3.98M | Sell |
28,596
-171
| -0.6% | -$23.8K | 0.26% | 75 |
|
|
2024
Q3 | $3.79M | Buy |
28,767
+845
| +3% | +$111K | 0.22% | 95 |
|
|
2024
Q2 | $3.56M | Sell |
27,922
-752
| -3% | -$95.9K | 0.26% | 77 |
|
|
2024
Q1 | $3.36M | Sell |
28,674
-1,875
| -6% | -$220K | 0.26% | 76 |
|
|
2023
Q4 | $3.18M | Buy |
30,549
+3,124
| +11% | +$325K | 0.23% | 89 |
|
|
2023
Q3 | $2.6M | Sell |
27,425
-57
| -0.2% | -$5.41K | 0.22% | 93 |
|
|
2023
Q2 | $2.68M | Sell |
27,482
-1,717
| -6% | -$168K | 0.23% | 91 |
|
|
2023
Q1 | $2.59M | Sell |
29,199
-983
| -3% | -$87.3K | 0.24% | 98 |
|
|
2022
Q4 | $2.46M | Sell |
30,182
-44,081
| -59% | -$3.59M | 0.25% | 103 |
|
|
2022
Q3 | $5.95M | Buy |
74,263
+1,281
| +2% | +$103K | 0.34% | 58 |
|
|
2022
Q2 | $6.11M | Sell |
72,982
-1,528
| -2% | -$128K | 0.35% | 58 |
|
|
2022
Q1 | $7.87M | Buy |
74,510
+26,104
| +54% | +$2.76M | 0.38% | 49 |
|
|
2021
Q4 | $5.6M | Buy |
+48,406
| New | +$5.6M | 0.55% | 32 |
|
|
2021
Q2 | $4.83M | Buy |
47,712
+15,466
| +48% | +$1.56M | 0.5% | 37 |
|
|
2021
Q1 | $2.93M | Sell |
32,246
-44
| -0.1% | -$4K | 0.39% | 57 |
|
|
2020
Q4 | $2.86M | Sell |
32,290
-18,373
| -36% | -$1.63M | 0.42% | 49 |
|
|
2020
Q3 | $4.05M | Buy |
50,663
+358
| +0.7% | +$28.6K | 0.66% | 25 |
|
|
2020
Q2 | $3.62M | Sell |
50,305
-6,480
| -11% | -$466K | 0.66% | 29 |
|
|
2020
Q1 | $3.24M | Buy |
56,785
+22,616
| +66% | +$1.29M | 0.74% | 24 |
|
|
2019
Q4 | $2.31M | Sell |
34,169
-12,713
| -27% | -$860K | 0.35% | 60 |
|
|
2019
Q3 | $2.95M | Sell |
46,882
-639
| -1% | -$40.2K | 0.61% | 31 |
|
|
2019
Q2 | $2.98M | Buy |
47,521
+3,373
| +8% | +$212K | 0.39% | 50 |
|
|
2019
Q1 | $2.65M | Sell |
44,148
-53
| -0.1% | -$3.19K | 0.59% | 33 |
|
|
2018
Q4 | $2.33M | Buy |
+44,201
| New | +$2.33M | 0.63% | 31 |
|