WJ Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-122,182
| Closed | -$9.8M | – | 55 |
|
|
2022
Q3 | $9.8M | Buy |
+122,182
| New | +$9.8M | 6.14% | 6 |
|
|
2022
Q2 | – | Sell |
-105,460
| Closed | -$11.1M | – | 53 |
|
|
2022
Q1 | $11.1M | Sell |
105,460
-21,577
| -17% | -$2.28M | 7.4% | 5 |
|
|
2021
Q4 | $14.7M | Buy |
127,037
+14,950
| +13% | +$1.73M | 8.78% | 3 |
|
|
2021
Q3 | $11.5M | Buy |
+112,087
| New | +$11.5M | 7.64% | 3 |
|