Axis Wealth 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
$1.06M Sell
7,039
-232
-3% -$34.9K 0.7% 47
2025
Q1
$924K Sell
7,271
-213
-3% -$27.1K 0.68% 41
2024
Q4
$1.04M Buy
+7,484
New +$1.04M 0.88% 33