Cape Investment Advisory’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
-293
Closed -$40.8K 1168
2024
Q4
$40.8K Buy
+293
New +$40.8K 0.02% 354
2024
Q1
Sell
-110
Closed -$11.5K 1049
2023
Q4
$11.5K Buy
+110
New +$11.5K 0.01% 630