Avantax Planning Partners’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
$415K Hold
2,759
0.01% 293
2025
Q1
$351K Buy
+2,759
New +$351K 0.01% 310
2018
Q4
Sell
-937
Closed -$58K 738
2018
Q3
$58K Buy
+937
New +$58K ﹤0.01% 451