KFS
Kaizen Financial Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Sell |
4,732
-448
| -9% | -$67.4K | 0.36% | 49 |
|
|
2025
Q1 | $658K | Sell |
5,180
-385
| -7% | -$48.9K | 0.38% | 44 |
|
|
2024
Q4 | $775K | Sell |
5,565
-258
| -4% | -$36K | 0.44% | 39 |
|
|
2024
Q3 | $768K | Buy |
5,823
+10
| +0.2% | +$1.32K | 0.45% | 42 |
|
|
2024
Q2 | $714K | Buy |
5,813
+988
| +20% | +$121K | 0.45% | 41 |
|
|
2024
Q1 | $566K | Buy |
+4,825
| New | +$566K | 0.38% | 48 |
|
|
2022
Q3 | – | Sell |
-2,645
| Closed | -$221K | – | 124 |
|
|
2022
Q2 | $221K | Sell |
2,645
-29
| -1% | -$2.42K | 0.22% | 108 |
|
|
2022
Q1 | $283K | Buy |
2,674
+5
| +0.2% | +$529 | 0.22% | 107 |
|
|
2021
Q4 | $309K | Buy |
2,669
+8
| +0.3% | +$926 | 0.23% | 100 |
|
|
2021
Q3 | $272K | Buy |
+2,661
| New | +$272K | 0.22% | 117 |
|