CIC Wealth’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
2023
Q4
Sell
-6,991
Closed -$663K 163
2023
Q3
$663K Hold
6,991
0.24% 83
2023
Q2
$683K Hold
6,991
0.24% 79
2023
Q1
$621K Hold
6,991
0.23% 83
2022
Q4
$570K Buy
+6,991
New +$570K 0.24% 85