Key Financial 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 | $361K | Hold |
2,397
| – | – | 0.07% | 204 |
|
|
2025
Q1 | $305K | Buy |
2,397
+366
| +18% | +$46.5K | 0.07% | 213 |
|
|
2024
Q4 | $283K | Buy |
2,031
+977
| +93% | +$136K | 0.06% | 210 |
|
|
2024
Q3 | $139K | Hold |
1,054
| – | – | 0.03% | 294 |
|
|
2024
Q2 | $134K | Hold |
1,054
| – | – | 0.03% | 287 |
|
|
2024
Q1 | $124K | Hold |
1,054
| – | – | 0.03% | 280 |
|
|
2023
Q4 | $110K | Hold |
1,054
| – | – | 0.03% | 293 |
|
|
2023
Q3 | $100K | Hold |
1,054
| – | – | 0.03% | 291 |
|
|
2023
Q2 | $103K | Hold |
1,054
| – | – | 0.03% | 289 |
|
|
2023
Q1 | $93.6K | Hold |
1,054
| – | – | 0.03% | 299 |
|
|
2022
Q4 | $84.5K | Hold |
1,054
| – | – | 0.04% | 273 |
|
|
2022
Q3 | $85K | Hold |
1,054
| – | – | 0.04% | 275 |
|
|
2022
Q2 | $89K | Buy |
1,054
+322
| +44% | +$27.2K | 0.05% | 260 |
|
|
2022
Q1 | $77K | Hold |
732
| – | – | 0.04% | 303 |
|
|
2021
Q4 | $85K | Buy |
732
+36
| +5% | +$4.18K | 0.04% | 260 |
|
|
2021
Q3 | $71K | Hold |
696
| – | – | 0.04% | 283 |
|
|
2021
Q2 | $73K | Hold |
696
| – | – | 0.04% | 285 |
|
|
2021
Q1 | $63K | Hold |
696
| – | – | 0.04% | 240 |
|
|
2020
Q4 | $62K | Buy |
+696
| New | +$62K | 0.05% | 224 |
|
|
2020
Q2 | – | Sell |
-997
| Closed | -$58K | – | 361 |
|
|
2020
Q1 | $58K | Buy |
+997
| New | +$58K | 0.06% | 201 |
|