Whalerock Point Partners’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 | $798K | Hold |
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|
2025
Q1 | $675K | Hold |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $661K | Hold |
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|
2024
Q1 | $608K | Hold |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $506K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | $219K | Buy |
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