Annex Advisory 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
2025
Q2
$643K Hold
4,275
0.02% 195
2025
Q1
$543K Sell
4,275
-475
-10% -$60.4K 0.02% 204
2024
Q4
$662K Buy
+4,750
New +$662K 0.02% 190