Keystone Financial Group (Kentucky)’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 | $1.49M | Buy |
9,890
+88
| +0.9% | +$13.2K | 0.13% | 111 |
|
|
2025
Q1 | $1.25M | Sell |
9,802
-119
| -1% | -$15.1K | 0.13% | 118 |
|
|
2024
Q4 | $1.38M | Sell |
9,921
-250
| -2% | -$34.8K | 0.14% | 108 |
|
|
2024
Q3 | $1.34M | Buy |
+10,171
| New | +$1.34M | 0.17% | 93 |
|
|
2024
Q2 | – | Sell |
-10,361
| Closed | -$1.21M | – | 229 |
|
|
2024
Q1 | $1.21M | Buy |
10,361
+34
| +0.3% | +$3.99K | 0.18% | 93 |
|
|
2023
Q4 | $1.08M | Sell |
10,327
-1,975
| -16% | -$206K | 0.19% | 89 |
|
|
2023
Q3 | $1.17M | Sell |
12,302
-9,804
| -44% | -$930K | 0.2% | 88 |
|
|
2023
Q2 | $2.16M | Buy |
+22,106
| New | +$2.16M | 0.37% | 58 |
|
|
2022
Q4 | $2.21M | Sell |
27,149
-274
| -1% | -$22.3K | 0.44% | 55 |
|
|
2022
Q3 | $2.2M | Buy |
27,423
+676
| +3% | +$54.2K | 0.45% | 48 |
|
|
2022
Q2 | $2.24M | Buy |
26,747
+627
| +2% | +$52.5K | 0.44% | 49 |
|
|
2022
Q1 | $2.76M | Buy |
26,120
+125
| +0.5% | +$13.2K | 0.47% | 44 |
|
|
2021
Q4 | $3.01M | Buy |
25,995
+1,259
| +5% | +$146K | 0.49% | 41 |
|
|
2021
Q3 | $2.53M | Buy |
24,736
+1,309
| +6% | +$134K | 0.46% | 48 |
|
|
2021
Q2 | $2.37M | Buy |
23,427
+2,610
| +13% | +$264K | 0.43% | 57 |
|
|
2021
Q1 | $1.89M | Buy |
20,817
+656
| +3% | +$59.6K | 0.37% | 64 |
|
|
2020
Q4 | $1.79M | Buy |
20,161
+2,588
| +15% | +$230K | 0.37% | 61 |
|
|
2020
Q3 | $1.41M | Buy |
17,573
+1,296
| +8% | +$104K | 0.34% | 67 |
|
|
2020
Q2 | $1.17M | Buy |
16,277
+1,733
| +12% | +$125K | 0.32% | 77 |
|
|
2020
Q1 | $830K | Sell |
14,544
-1,527
| -10% | -$87.1K | 0.28% | 84 |
|
|
2019
Q4 | $1.09M | Buy |
+16,071
| New | +$1.09M | 0.29% | 78 |
|