KFA Private Wealth Group’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 | $358K | Hold |
2,377
| – | – | 0.11% | 92 |
|
|
2025
Q1 | $302K | Buy |
2,377
+1
| +0% | +$127 | 0.11% | 86 |
|
|
2024
Q4 | $331K | Sell |
2,376
-734
| -24% | -$102K | 0.14% | 66 |
|
|
2024
Q3 | $410K | Hold |
3,110
| – | – | 0.2% | 50 |
|
|
2024
Q2 | $396K | Buy |
3,110
+1
| +0% | +$127 | 0.21% | 52 |
|
|
2024
Q1 | $364K | Hold |
3,109
| – | – | 0.11% | 74 |
|
|
2023
Q4 | $324K | Buy |
3,109
+3
| +0.1% | +$312 | 0.12% | 71 |
|
|
2023
Q3 | $295K | Buy |
3,106
+285
| +10% | +$27K | 0.12% | 65 |
|
|
2023
Q2 | $275K | Hold |
2,821
| – | – | 0.11% | 66 |
|
|
2023
Q1 | $250K | Buy |
+2,821
| New | +$250K | 0.11% | 71 |
|
|
2022
Q4 | – | Sell |
-2,821
| Closed | -$226K | – | 70 |
|
|
2022
Q3 | $226K | Hold |
2,821
| – | – | 0.12% | 62 |
|
|
2022
Q2 | $236K | Sell |
2,821
-205
| -7% | -$17.2K | 0.13% | 62 |
|
|
2022
Q1 | $320K | Hold |
3,026
| – | – | 0.16% | 56 |
|
|
2021
Q4 | $350K | Hold |
3,026
| – | – | 0.17% | 50 |
|
|
2021
Q3 | $310K | Hold |
3,026
| – | – | 0.17% | 55 |
|
|
2021
Q2 | $306K | Hold |
3,026
| – | – | 0.17% | 54 |
|
|
2021
Q1 | $275K | Hold |
3,026
| – | – | 0.16% | 63 |
|
|
2020
Q4 | $268K | Hold |
3,026
| – | – | 0.17% | 57 |
|
|
2020
Q3 | $242K | Sell |
3,026
-82
| -3% | -$6.56K | 0.18% | 53 |
|
|
2020
Q2 | $223K | Buy |
+3,108
| New | +$223K | 0.21% | 46 |
|
|
2020
Q1 | – | Sell |
-3,075
| Closed | -$208K | – | 54 |
|
|
2019
Q4 | $208K | Buy |
+3,075
| New | +$208K | 0.19% | 49 |
|