Win Advisors’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 | $7.19M | Buy |
+47,824
| New | +$7.19M | 3.47% | 13 |
|
|
2025
Q1 | – | Sell |
-32,130
| Closed | -$4.48M | – | 68 |
|
|
2024
Q4 | $4.48M | Sell |
32,130
-38,117
| -54% | -$5.31M | 2.17% | 14 |
|
|
2024
Q3 | $9.27M | Sell |
70,247
-31,427
| -31% | -$4.15M | 4.35% | 11 |
|
|
2024
Q2 | $13M | Sell |
101,674
-34,327
| -25% | -$4.38M | 5.79% | 5 |
|
|
2024
Q1 | $15.9M | Buy |
+136,001
| New | +$15.9M | 7.02% | 1 |
|
|
2023
Q4 | – | Sell |
-51,217
| Closed | -$4.86M | – | 69 |
|
|
2023
Q3 | $4.86M | Buy |
51,217
+50,626
| +8,566% | +$4.8M | 2.38% | 13 |
|
|
2023
Q2 | $311K | Buy |
+591
| New | +$311K | 0.42% | 26 |
|
|
2023
Q1 | – | Sell |
-661
| Closed | -$53.9K | – | 91 |
|
|
2022
Q4 | $53.9K | Sell |
661
-240
| -27% | -$19.6K | 0.02% | 31 |
|
|
2022
Q3 | $72K | Sell |
901
-519
| -37% | -$41.5K | 0.03% | 18 |
|
|
2022
Q2 | $120K | Sell |
1,420
-71,523
| -98% | -$6.04M | 0.24% | 26 |
|
|
2022
Q1 | $7.71M | Sell |
72,943
-127,754
| -64% | -$13.5M | 2.02% | 19 |
|
|
2021
Q4 | $23.2M | Buy |
+200,697
| New | +$23.2M | 5.32% | 8 |
|