Kingswood Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kingswood Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$756K	Sell
2025 Q2	$700K	Sell
2025 Q1	$605K	Sell
2024 Q4	$717K	Buy
2024 Q3	$483K	Sell
2024 Q2	$491K	Sell
2024 Q1	$496K	Buy
2023 Q4	$433K	Buy