1900 Wealth Management’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
2026 Q1	$5.1M	Sell	32,857 -1,277	-4%	-$210K	0.33%	49
2025 Q4	$5.73M	Sell	34,134 -1,459	-4%	-$243K	0.37%	40
2025 Q3	$5.86M	Sell	35,593 -2,046	-5%	-$321K	0.4%	37
2025 Q2	$5.66M	Sell	37,639 -1,594	-4%	-$216K	0.43%	36
2025 Q1	$4.99M	Sell	39,233 -277	-0.7%	-$38.3K	0.41%	40
2024 Q4	$5.51M	Sell	39,510 -232	-0.6%	-$31.8K	0.46%	37
2024 Q3	$5.24M	Sell	39,742 -4,239	-10%	-$539K	0.45%	40
2024 Q2	$5.61M	Sell	43,981 -21,702	-33%	-$2.59M	0.52%	36
2024 Q1	$7.7M	Sell	65,683 -3,013	-4%	-$335K	0.7%	30
2023 Q4	$7.15M	Sell	68,696 -98,200	-59%	-$9.67M	0.66%	35
2023 Q3	$15.8M	Buy	166,896 +18,523	+12%	+$1.82M	1.58%	14
2023 Q2	$14.5M	Buy	148,373 +52,068	+54%	+$4.78M	1.49%	18
2023 Q1	$8.52M	Buy	96,305 +8,198	+9%	+$698K	0.92%	26
2022 Q4	$7.18M	Buy	88,107 +16,143	+22%	+$1.35M	0.78%	32
2022 Q3	$5.77M	Buy	71,964 +16,031	+29%	+$1.44M	0.67%	37
2022 Q2	$4.68M	Buy	55,933 +25,930	+86%	+$2.38M	0.51%	48
2022 Q1	$3.17M	Buy	30,003 +9,576	+47%	+$995K	0.3%	62
2021 Q4	$2.36M	Sell	20,427 -1,861	-8%	-$207K	0.21%	76
2021 Q3	$2.28M	Buy	+22,288	New	+$2.35M	0.22%	81