Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
13,171
-307
| -2% | -$46.2K | 0.03% | 439 |
|
|
2025
Q1 | $1.71M | Sell |
13,478
-664
| -5% | -$84.4K | 0.03% | 419 |
|
|
2024
Q4 | $1.97M | Buy |
14,142
+3,626
| +34% | +$505K | 0.04% | 394 |
|
|
2024
Q3 | $1.39M | Buy |
10,516
+2,917
| +38% | +$385K | 0.03% | 456 |
|
|
2024
Q2 | $969K | Sell |
7,599
-21,355
| -74% | -$2.72M | 0.02% | 516 |
|
|
2024
Q1 | $3.39M | Buy |
28,954
+11,475
| +66% | +$1.34M | 0.09% | 224 |
|
|
2023
Q4 | $1.82M | Buy |
17,479
+9,948
| +132% | +$1.04M | 0.05% | 302 |
|
|
2023
Q3 | $714K | Buy |
7,531
+3,516
| +88% | +$333K | 0.03% | 527 |
|
|
2023
Q2 | $392K | Buy |
4,015
+290
| +8% | +$28.3K | 0.02% | 655 |
|
|
2023
Q1 | $331K | Sell |
3,725
-275
| -7% | -$24.4K | 0.01% | 681 |
|
|
2022
Q4 | $326K | Buy |
4,000
+1,317
| +49% | +$107K | 0.01% | 637 |
|
|
2022
Q3 | $215K | Buy |
+2,683
| New | +$215K | 0.01% | 736 |
|
|
2022
Q2 | – | Sell |
-11,015
| Closed | -$1.16M | – | 867 |
|
|
2022
Q1 | $1.16M | Buy |
11,015
+8,755
| +387% | +$925K | 0.05% | 349 |
|
|
2021
Q4 | $261K | Sell |
2,260
-913
| -29% | -$105K | 0.01% | 768 |
|
|
2021
Q3 | $325K | Sell |
3,173
-559
| -15% | -$57.3K | 0.02% | 661 |
|
|
2021
Q2 | $378K | Buy |
3,732
+430
| +13% | +$43.6K | 0.02% | 636 |
|
|
2021
Q1 | $304K | Sell |
3,302
-250
| -7% | -$23K | 0.02% | 635 |
|
|
2020
Q4 | $315K | Buy |
3,552
+27
| +0.8% | +$2.39K | 0.02% | 542 |
|
|
2020
Q3 | $282K | Sell |
3,525
-24
| -0.7% | -$1.92K | 0.03% | 488 |
|
|
2020
Q2 | $255K | Buy |
+3,549
| New | +$255K | 0.03% | 474 |
|