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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.69M	Sell	24,509 -2,290	-9%	-$344K	1.1%	21
2025 Q1	$3.41M	Sell	26,799 -84	-0.3%	-$10.7K	1.15%	20
2024 Q4	$3.75M	Sell	26,883 -2,662	-9%	-$371K	1.19%	21
2024 Q3	$3.9M	Buy	29,545 +8,096	+38%	+$1.07M	1.18%	19
2024 Q2	$2.73M	Buy	+21,449	New	+$2.73M	0.91%	26