KWB Wealth’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 | $238K | Buy |
1,872
+23
| +1% | +$2.92K | 0.03% | 146 |
|
|
2025
Q1 | $258K | Sell |
1,849
-103
| -5% | -$14.4K | 0.03% | 134 |
|
|
2024
Q4 | $258K | Sell |
1,952
-82
| -4% | -$10.8K | 0.03% | 129 |
|
|
2024
Q3 | $259K | Sell |
2,034
-133
| -6% | -$17K | 0.03% | 115 |
|
|
2024
Q2 | $254K | Sell |
2,167
-1,032
| -32% | -$121K | 0.03% | 115 |
|
|
2024
Q1 | $375K | Sell |
3,199
-47
| -1% | -$5.51K | 0.05% | 97 |
|
|
2023
Q4 | $338K | Sell |
3,246
-57
| -2% | -$5.93K | 0.05% | 100 |
|
|
2023
Q3 | $323K | Sell |
3,303
-49
| -1% | -$4.78K | 0.05% | 98 |
|
|
2023
Q2 | $327K | Sell |
3,352
-142
| -4% | -$13.9K | 0.05% | 98 |
|
|
2023
Q1 | $285K | Hold |
3,494
| – | – | 0.05% | 100 |
|
|
2022
Q4 | $285K | Hold |
3,494
| – | – | 0.05% | 95 |
|
|
2022
Q3 | $280K | Sell |
3,494
-1,789
| -34% | -$143K | 0.06% | 86 |
|
|
2022
Q2 | $442K | Buy |
5,283
+21
| +0.4% | +$1.76K | 0.09% | 65 |
|
|
2022
Q1 | $608K | Hold |
5,262
| – | – | 0.1% | 49 |
|
|
2021
Q4 | $608K | Sell |
5,262
-16
| -0.3% | -$1.85K | 0.1% | 49 |
|
|
2021
Q3 | $541K | Sell |
5,278
-2,235
| -30% | -$229K | 0.1% | 50 |
|
|
2021
Q2 | $682K | Hold |
7,513
| – | – | 0.13% | 45 |
|
|
2021
Q1 | $682K | Sell |
7,513
-2,672
| -26% | -$243K | 0.13% | 45 |
|
|
2020
Q4 | $903K | Buy |
+10,185
| New | +$903K | 0.19% | 40 |
|