Kelman-Lazarov Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Hold |
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|
2019
Q3 | $206K | Hold |
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|
2019
Q2 | $206K | Buy |
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