Kelman-Lazarov Inc’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 | $240K | Buy |
1,593
+3
| +0.2% | +$451 | 0.04% | 110 |
|
|
2025
Q1 | $202K | Buy |
1,590
+2
| +0.1% | +$254 | 0.04% | 116 |
|
|
2024
Q4 | $221K | Hold |
1,588
| – | – | 0.04% | 106 |
|
|
2024
Q3 | $209K | Hold |
1,588
| – | – | 0.04% | 107 |
|
|
2024
Q2 | $202K | Buy |
+1,588
| New | +$202K | 0.04% | 105 |
|
|
2022
Q2 | – | Sell |
-1,990
| Closed | -$210K | – | 86 |
|
|
2022
Q1 | $210K | Hold |
1,990
| – | – | 0.07% | 81 |
|
|
2021
Q4 | $230K | Hold |
1,990
| – | – | 0.07% | 80 |
|
|
2021
Q3 | $204K | Hold |
1,990
| – | – | 0.07% | 79 |
|
|
2021
Q2 | $201K | Buy |
+1,990
| New | +$201K | 0.07% | 85 |
|
|
2020
Q1 | – | Sell |
-3,281
| Closed | -$222K | – | 82 |
|
|
2019
Q4 | $222K | Hold |
3,281
| – | – | 0.1% | 93 |
|
|
2019
Q3 | $206K | Hold |
3,281
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $206K | Buy |
+3,281
| New | +$206K | 0.11% | 91 |
|