Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $894K | Hold |
8,457
| – | – | 0.08% | 104 |
|
|
2021
Q4 | $978K | Hold |
8,457
| – | – | 0.08% | 104 |
|
|
2021
Q3 | $866K | Hold |
8,457
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $854K | Buy |
8,457
+7,457
| +746% | +$753K | 0.08% | 113 |
|
|
2021
Q1 | $91K | Hold |
1,000
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $89K | Hold |
1,000
| – | – | 0.01% | 261 |
|
|
2020
Q3 | $80K | Hold |
1,000
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $72K | Sell |
1,000
-1,000
| -50% | -$72K | 0.01% | 241 |
|
|
2020
Q1 | $114K | Buy |
2,000
+1,000
| +100% | +$57K | 0.02% | 198 |
|
|
2019
Q4 | $68K | Buy |
+1,000
| New | +$68K | 0.01% | 273 |
|