Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kovitz Investment Group Partners’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$427K Buy
2,839
+1
+0% +$150 ﹤0.01% 1028
2025
Q1 		$361K Sell
2,838
-26
-0.9% -$3.3K ﹤0.01% 990
2024
Q4 		$399K Buy
2,864
+686
+31% +$95.6K ﹤0.01% 957
2024
Q3 		$200K Buy
+2,178
New +$200K ﹤0.01% 951