KWB Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Sell |
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|
2025
Q2 | $238K | Buy |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $259K | Sell |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $442K | Buy |
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|
2022
Q1 | $608K | Hold |
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|
2021
Q4 | $608K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $682K | Hold |
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|
2021
Q1 | $682K | Sell |
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|
2020
Q4 | $903K | Buy |
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