Hefty Wealth Partners’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
2018
Q1
$58K Sell
1,058
-262
-20% -$14.4K 0.04% 137
2017
Q4
$71K Sell
1,320
-85
-6% -$4.57K 0.04% 124
2017
Q3
$71K Buy
1,405
+11
+0.8% +$556 0.05% 119
2017
Q2
$67K Buy
+1,394
New +$67K 0.05% 110