WFAG
Worth Financial Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Hold |
4,365
| – | – | 0.4% | 59 |
|
|
2025
Q1 | $555K | Hold |
4,365
| – | – | 0.35% | 72 |
|
|
2024
Q4 | $608K | Hold |
4,365
| – | – | 0.37% | 68 |
|
|
2024
Q3 | $576K | Hold |
4,365
| – | – | 0.34% | 70 |
|
|
2024
Q2 | $556K | Hold |
4,365
| – | – | 0.37% | 71 |
|
|
2024
Q1 | $512K | Hold |
4,365
| – | – | 0.35% | 75 |
|
|
2023
Q4 | $454K | Hold |
4,365
| – | – | 0.36% | 75 |
|
|
2023
Q3 | $414K | Sell |
4,365
-2,185
| -33% | -$207K | 0.37% | 75 |
|
|
2023
Q2 | $640K | Sell |
6,550
-523
| -7% | -$51.1K | 0.59% | 44 |
|
|
2023
Q1 | $628K | Hold |
7,073
| – | – | 0.6% | 47 |
|
|
2022
Q4 | $577K | Buy |
+7,073
| New | +$577K | 0.67% | 43 |
|