YHB Investment 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
Q2 | $1.55M | Sell |
10,323
-374
| -3% | -$56.2K | 0.12% | 136 |
|
|
2025
Q1 | $1.36M | Buy |
10,697
+120
| +1% | +$15.3K | 0.11% | 139 |
|
|
2024
Q4 | $1.47M | Buy |
10,577
+992
| +10% | +$138K | 0.12% | 134 |
|
|
2024
Q3 | $1.26M | Sell |
9,585
-121
| -1% | -$16K | 0.1% | 141 |
|
|
2024
Q2 | $1.24M | Buy |
9,706
+899
| +10% | +$115K | 0.11% | 141 |
|
|
2024
Q1 | $1.03M | Buy |
8,807
+230
| +3% | +$27K | 0.09% | 150 |
|
|
2023
Q4 | $893K | Buy |
8,577
+289
| +3% | +$30.1K | 0.09% | 146 |
|
|
2023
Q3 | $786K | Buy |
8,288
+150
| +2% | +$14.2K | 0.07% | 153 |
|
|
2023
Q2 | $795K | Sell |
8,138
-265
| -3% | -$25.9K | 0.07% | 156 |
|
|
2023
Q1 | $746K | Buy |
8,403
+2,591
| +45% | +$230K | 0.07% | 159 |
|
|
2022
Q4 | $474K | Buy |
5,812
+2,950
| +103% | +$240K | 0.05% | 185 |
|
|
2022
Q3 | $229K | Buy |
+2,862
| New | +$229K | 0.03% | 256 |
|