WOSD
WFA of San Diego’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.17K | Hold |
24
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $3.06K | Buy |
+24
| New | +$3.06K | ﹤0.01% | 346 |
|
|
2022
Q1 | – | Sell |
-3,592
| Closed | -$415K | – | 119 |
|
|
2021
Q4 | $415K | Sell |
3,592
-500
| -12% | -$57.8K | 0.24% | 76 |
|
|
2021
Q3 | $419K | Buy |
+4,092
| New | +$419K | 0.29% | 67 |
|