Atria Wealth Solutions’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 Q2	$8.48M	Buy	55,936 +5,576	+11%	+$756K	0.19%	121
2025 Q1	$6.4M	Buy	50,360 +4,288	+9%	+$593K	0.08%	269
2024 Q4	$6.42M	Buy	46,072 +8,740	+23%	+$1.2M	0.07%	288
2024 Q3	$4.92M	Buy	37,332 +5,631	+18%	+$716K	0.05%	354
2024 Q2	$4.04M	Buy	31,701 +649	+2%	+$77.4K	0.04%	388
2024 Q1	$3.64M	Sell	31,052 -461	-1%	-$51.3K	0.04%	429
2023 Q4	$3.28M	Buy	31,513 +1,432	+5%	+$141K	0.04%	436
2023 Q3	$2.85M	Buy	30,081 +1,840	+7%	+$181K	0.04%	453
2023 Q2	$2.76M	Sell	28,241 -2,943	-9%	-$270K	0.04%	468
2023 Q1	$2.77M	Sell	31,184 -3,724	-11%	-$317K	0.04%	430
2022 Q4	$2.85M	Sell	34,908 -59	-0.2%	-$4.93K	0.05%	397
2022 Q3	$2.8M	Buy	34,967 +15,883	+83%	+$1.43M	0.05%	368
2022 Q2	$1.6M	Sell	19,084 -8,951	-32%	-$821K	0.03%	519
2022 Q1	$2.96M	Buy	+28,035	New	+$2.91M	0.05%	375