KFG Wealth Management’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
2024
Q1
Sell
-2,676
Closed -$279K 159
2023
Q4
$279K Buy
2,676
+85
+3% +$8.85K 0.13% 106
2023
Q3
$246K Buy
+2,591
New +$246K 0.13% 113