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Beacon Harbor Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$348K Hold
2,314
– – 0.09% 61
2025
Q1 		$294K Hold
2,314
– – 0.07% 61
2024
Q4 		$322K Hold
2,314
– – 0.08% 62
2024
Q3 		$305K Buy
+2,314
New +$305K 0.07% 60