CWM
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Centricity Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Centricity Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Sell
1,621
-367
-18% -$55.2K 0.19% 68
2025
Q1 		$253K Buy
1,988
+180
+10% +$22.9K 0.23% 63
2024
Q4 		$252K Buy
+1,808
New +$252K 0.24% 61