Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.5M | Buy |
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|
2023
Q2 | $39M | Buy |
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|
2023
Q1 | $33.6M | Buy |
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|
2022
Q4 | $29.7M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $19.9M | Buy |
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|
2022
Q1 | $21.5M | Buy |
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|
2021
Q4 | $23.4M | Buy |
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|
2021
Q3 | $19.9M | Buy |
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|
2021
Q2 | $16.9M | Buy |
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|
2021
Q1 | $13.7M | Buy |
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|
2020
Q4 | $13.3M | Sell |
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|
2020
Q3 | $12.4M | Sell |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $5.65M | Buy |
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|
2019
Q4 | $278K | Buy |
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