Kestra Private Wealth Services’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
Q3 | $10M | Sell |
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|
2025
Q2 | $10.1M | Sell |
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|
2025
Q1 | $8.66M | Sell |
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|
2024
Q4 | $9.53M | Buy |
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|
2024
Q3 | $7.02M | Sell |
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|
2024
Q2 | $8.45M | Sell |
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|
2024
Q1 | $9.61M | Sell |
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|
2023
Q4 | $11.5M | Buy |
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|
2023
Q3 | $9.77M | Buy |
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|
2023
Q2 | $8.72M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $922K | Buy |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $429K | Sell |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $458K | Sell |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $400K | Buy |
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