WealthPlan Investment Management’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
2023 Q1	–	Sell	-14,812	Closed	-$1.3M	–	502
2022 Q4	$1.3M	Sell	14,812 -7,773	-34%	-$683K	0.09%	160
2022 Q3	$1.91M	Buy	+22,585	New	+$1.91M	0.14%	116
2022 Q1	$1.83M	Buy	+19,753	New	+$1.83M	0.13%	125