Beacon Pointe 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
2026 Q1	$8.19M	Buy	52,808 +22,189	+72%	+$3.65M	0.04%	363
2025 Q4	$5.14M	Buy	30,619 +11,562	+61%	+$1.93M	0.04%	377
2025 Q3	$3.14M	Sell	19,057 -1,967	-9%	-$309K	0.03%	451
2025 Q2	$3.16M	Buy	21,024 +1,634	+8%	+$222K	0.03%	395
2025 Q1	$2.46M	Buy	19,390 +1,454	+8%	+$201K	0.03%	423
2024 Q4	$2.5M	Sell	17,936 -876	-5%	-$120K	0.03%	412
2024 Q3	$2.48M	Sell	18,812 -538	-3%	-$68.4K	0.03%	422
2024 Q2	$2.47M	Buy	19,350 +106	+0.6%	+$12.6K	0.03%	436
2024 Q1	$2.26M	Buy	19,244 +276	+1%	+$30.7K	0.03%	468
2023 Q4	$1.97M	Sell	18,968 -25,147	-57%	-$2.48M	0.02%	489
2023 Q3	$4.18M	Buy	44,115 +25,074	+132%	+$2.46M	0.05%	309
2023 Q2	$1.86M	Buy	19,041 +2,589	+16%	+$237K	0.03%	392
2023 Q1	$1.46M	Buy	16,452 +4,263	+35%	+$363K	0.02%	463
2022 Q4	$994K	Sell	12,189 -485	-4%	-$40.5K	0.02%	505
2022 Q3	$1.02M	Buy	12,674 +2,524	+25%	+$227K	0.02%	459
2022 Q2	$848K	Sell	10,150 -8,187	-45%	-$751K	0.02%	509
2022 Q1	$1.94M	Buy	18,337 +6,271	+52%	+$651K	0.03%	457
2021 Q4	$1.4M	Sell	12,066 -1,251	-9%	-$139K	0.04%	319
2021 Q3	$1.36M	Sell	13,317 -1,044	-7%	-$110K	0.03%	353
2021 Q2	$1.45M	Sell	14,361 -453	-3%	-$43.6K	0.05%	274
2021 Q1	$1.34M	Sell	14,814 -1,823	-11%	-$164K	0.08%	177
2020 Q4	$1.48M	Buy	16,637 +1,020	+7%	+$85.8K	0.1%	155
2020 Q3	$1.25M	Sell	15,617 -1,103	-7%	-$86.4K	0.12%	147
2020 Q2	$1.2M	Sell	16,720 -1,841	-10%	-$122K	0.12%	144
2020 Q1	$1.06M	Buy	+18,561	New	+$1.22M	0.17%	122