WP
Westmount Partners’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 | $404K | Buy |
2,688
+2
| +0.1% | +$301 | 0.11% | 150 |
|
2025
Q1 | $341K | Buy |
2,686
+2
| +0.1% | +$254 | 0.1% | 164 |
|
2024
Q4 | $374K | Buy |
2,684
+3
| +0.1% | +$418 | 0.11% | 139 |
|
2024
Q3 | $354K | Buy |
2,681
+40
| +2% | +$5.28K | 0.11% | 152 |
|
2024
Q2 | $339K | Buy |
2,641
+431
| +20% | +$55.4K | 0.11% | 145 |
|
2024
Q1 | $259K | Buy |
2,210
+2
| +0.1% | +$234 | 0.09% | 177 |
|
2023
Q4 | $230K | Buy |
2,208
+10
| +0.5% | +$1.04K | 0.09% | 172 |
|
2023
Q3 | $208K | Hold |
2,198
| – | – | 0.09% | 177 |
|
2023
Q2 | $215K | Buy |
+2,198
| New | +$215K | 0.09% | 167 |
|