Capital & Planning LLC’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	-73	Closed	-$10.2K	–	104
2024 Q4	$10.2K	Buy	+73	New	+$10.2K	0.01%	95