Ackerman Capital Advisors’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	$6.2M	Sell	39,992 -1,023	-2%	-$168K	1.27%	23
2025 Q4	$6.89M	Buy	41,015 +26,292	+179%	+$4.39M	1.38%	19
2025 Q3	$2.42M	Sell	14,723 -559	-4%	-$87.8K	0.51%	32
2025 Q2	$2.3M	Sell	15,282 -416	-3%	-$56.4K	0.53%	31
2025 Q1	$1.99M	Hold	15,698	–	–	0.53%	30
2024 Q4	$2.19M	Sell	15,698 -29	-0.2%	-$3.98K	0.57%	29
2024 Q3	$2.07M	Sell	15,727 -23	-0.1%	-$2.92K	0.54%	30
2024 Q2	$2.01M	Hold	15,750	–	–	0.53%	29
2024 Q1	$1.85M	Hold	15,750	–	–	0.51%	31
2023 Q4	$1.64M	Sell	15,750 -1,464	-9%	-$144K	0.46%	33
2023 Q3	$1.63M	Sell	17,214 -588	-3%	-$57.7K	0.45%	35
2023 Q2	$1.74M	Sell	17,802 -246	-1%	-$22.6K	0.45%	32
2023 Q1	$1.6M	Buy	18,048 +8,677	+93%	+$739K	0.42%	33
2022 Q4	$764K	Sell	9,371 -5,367	-36%	-$449K	0.21%	53
2022 Q3	$1.18M	Sell	14,738 -23,593	-62%	-$2.12M	0.34%	39
2022 Q2	$3.21M	Buy	38,331 +33,777	+742%	+$3.1M	0.86%	26
2022 Q1	$481K	Hold	4,554	–	–	0.11%	71
2021 Q4	$527K	Sell	4,554 -103	-2%	-$11.5K	0.12%	69
2021 Q3	$477K	Hold	4,657	–	–	0.11%	66
2021 Q2	$470K	Sell	4,657 -16,198	-78%	-$1.56M	0.11%	64
2021 Q1	$1.89M	Sell	20,855 -80	-0.4%	-$7.21K	0.46%	31
2020 Q4	$1.86M	Sell	20,935 -522	-2%	-$43.9K	0.47%	28
2020 Q3	$1.72M	Sell	21,457 -1,052	-5%	-$82.4K	0.48%	28
2020 Q2	$1.62M	Buy	22,509 +4,337	+24%	+$288K	0.49%	28
2020 Q1	$1.04M	Buy	+18,172	New	+$1.2M	0.4%	30