BOS Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

BOS Asset Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5M	Sell	61,092 -15,842	-21%	-$2.86M	2.67%	7
2026 Q1	$11.9M	Buy	76,934 +5,402	+8%	+$889K	3.05%	5
2025 Q4	$12M	Sell	71,532 -330	-0.5%	-$55K	3.22%	5
2025 Q3	$11.8M	Sell	71,862 -906	-1%	-$142K	3.33%	5
2025 Q2	$10.9M	Buy	72,768 +4,417	+6%	+$599K	3.49%	4
2025 Q1	$8.69M	Sell	68,351 -474	-0.7%	-$65.5K	2.98%	5
2024 Q4	$9.59M	Sell	68,825 -1,555	-2%	-$213K	3.43%	4
2024 Q3	$9.28M	Buy	70,380 +5,855	+9%	+$745K	3.42%	5
2024 Q2	$8.23M	Buy	64,525 +10,078	+19%	+$1.2M	3.79%	4
2024 Q1	$6.38M	Buy	+54,447	New	+$6.06M	3.35%	5

Other funds holding IUSG

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return