Atlas Private Wealth 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
2025 Q3	–	Sell	-2,177	Closed	-$328K	–	166
2025 Q2	$328K	Buy	2,177 +140	+7%	+$19K	0.04%	149
2025 Q1	$259K	Sell	2,037 -56	-3%	-$7.74K	0.04%	157
2024 Q4	$292K	Hold	2,093	–	–	0.04%	136
2024 Q3	$276K	Hold	2,093	–	–	0.04%	131
2024 Q2	$267K	Buy	+2,093	New	+$250K	0.04%	129
2024 Q1	–	Sell	-2,947	Closed	-$307K	–	141
2023 Q4	$307K	Hold	2,947	–	–	0.06%	121
2023 Q3	$280K	Sell	2,947 -96	-3%	-$9.42K	0.05%	147
2023 Q2	$297K	Buy	+3,043	New	+$279K	0.06%	148
2022 Q2	–	Sell	-2,333	Closed	-$247K	–	141
2022 Q1	$247K	Buy	+2,333	New	+$242K	0.11%	118
2021 Q4	–	Sell	-124	Closed	-$13K	–	423
2021 Q3	$13K	Hold	124	–	–	0.01%	430
2021 Q2	$13K	Hold	124	–	–	0.01%	434
2021 Q1	$11K	Hold	124	–	–	0.01%	479
2020 Q4	$11K	Hold	124	–	–	0.01%	414
2020 Q3	$10K	Hold	124	–	–	0.01%	386
2020 Q2	$9K	Buy	+124	New	+$8.24K	0.01%	424