WMG Financial 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
Q1 | – | Sell |
-2,836
| Closed | -$395K | – | 176 |
|
|
2024
Q4 | $395K | Hold |
2,836
| – | – | 0.17% | 86 |
|
|
2024
Q3 | $374K | Hold |
2,836
| – | – | 0.17% | 86 |
|
|
2024
Q2 | $362K | Hold |
2,836
| – | – | 0.19% | 78 |
|
|
2024
Q1 | $332K | Hold |
2,836
| – | – | 0.19% | 86 |
|
|
2023
Q4 | $295K | Buy |
+2,836
| New | +$295K | 0.19% | 80 |
|