Kingswood Wealth Advisors’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 | $700K | Sell |
4,657
-100
| -2% | -$15K | 0.06% | 334 |
|
|
2025
Q1 | $605K | Sell |
4,757
-386
| -8% | -$49.1K | 0.06% | 351 |
|
|
2024
Q4 | $717K | Buy |
5,143
+1,484
| +41% | +$207K | 0.05% | 347 |
|
|
2024
Q3 | $483K | Sell |
3,659
-191
| -5% | -$25.2K | 0.03% | 457 |
|
|
2024
Q2 | $491K | Sell |
3,850
-383
| -9% | -$48.8K | 0.04% | 398 |
|
|
2024
Q1 | $496K | Buy |
4,233
+72
| +2% | +$8.44K | 0.06% | 351 |
|
|
2023
Q4 | $433K | Buy |
+4,161
| New | +$433K | 0.05% | 379 |
|