Crestwood Advisors Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Crestwood Advisors Group’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy
2025 Q1	$847K	Buy
2024 Q4	$899K	Buy
2024 Q3	$831K	Sell
2024 Q2	$810K	Buy
2024 Q1	$708K	Buy
2023 Q4	$574K	Buy
2023 Q3	$504K	Buy