Beacon Harbor 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
$381K Hold
2025
Q2
$348K Hold
2025
Q1
$294K Hold
2024
Q4
$322K Hold
2024
Q3
$305K Buy