Cosner Financial Group’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
$11.8M Sell
78,434
-1,765
-2% -$265K 6.57% 8
2025
Q1
$10.2M Buy
80,199
+9,740
+14% +$1.24M 6.23% 8
2024
Q4
$9.82M Buy
70,459
+3,122
+5% +$435K 6.22% 8
2024
Q3
$8.88M Sell
67,337
-909
-1% -$120K 5.73% 8
2024
Q2
$8.7M Sell
68,246
-721
-1% -$91.9K 6.15% 8
2024
Q1
$8.08M Sell
68,967
-153
-0.2% -$17.9K 5.79% 8
2023
Q4
$7.2M Sell
69,120
-1,156
-2% -$120K 6.08% 7
2023
Q3
$6.66M Buy
70,276
+697
+1% +$66.1K 5.87% 9
2023
Q2
$6.79M Buy
+69,579
New +$6.79M 5.6% 9