McKinley Carter Wealth Services’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
2020
Q3
Sell
-15,861
Closed -$1.14M 142
2020
Q2
$1.14M Buy
15,861
+287
+2% +$20.6K 0.28% 64
2020
Q1
$889K Buy
15,574
+1,992
+15% +$114K 0.27% 71
2019
Q4
$919K Buy
13,582
+2,055
+18% +$139K 0.21% 83
2019
Q3
$725K Buy
+11,527
New +$725K 0.19% 93