Windward Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5M | Sell |
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|
2025
Q2 | $4.8M | Buy |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.39M | Sell |
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|
2024
Q3 | $4.46M | Sell |
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|
2024
Q2 | $4.36M | Sell |
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|
2024
Q1 | $4.35M | Sell |
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|
2023
Q4 | $4.09M | Buy |
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|
2023
Q3 | $3.69M | Buy |
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|
2023
Q2 | $3.61M | Sell |
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|
2023
Q1 | $4.92M | Sell |
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|
2022
Q4 | $4.7M | Buy |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $2.78M | Sell |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $1.87M | Buy |
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