Cardinal Strategic Wealth Guidance’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	$52.6M	Buy	339,219 +4,691	+1%	+$772K	13.88%	2
2025 Q4	$56.2M	Buy	334,528 +1,841	+0.6%	+$307K	14.68%	2
2025 Q3	$54.7M	Sell	332,687 -1,678	-0.5%	-$264K	14.72%	2
2025 Q2	$50.3M	Sell	334,365 -22,552	-6%	-$3.06M	14.51%	2
2025 Q1	$45.4M	Buy	356,917 +12,780	+4%	+$1.77M	14.49%	2
2024 Q4	$48M	Sell	344,137 -5,599	-2%	-$768K	15.28%	2
2024 Q3	$46.1M	Buy	349,736 +30,236	+9%	+$3.85M	15.1%	2
2024 Q2	$40.7M	Buy	319,500 +48,311	+18%	+$5.76M	14.68%	2
2024 Q1	$31.8M	Buy	271,189 +15,481	+6%	+$1.72M	11.95%	3
2023 Q4	$26.6M	Buy	255,708 +26,391	+12%	+$2.6M	10.58%	2
2023 Q3	$21.7M	Buy	229,317 +15,248	+7%	+$1.5M	10.08%	2
2023 Q2	$20.9M	Buy	214,069 +8,035	+4%	+$737K	9.28%	4
2023 Q1	$18.3M	Buy	206,034 +65,162	+46%	+$5.55M	8.48%	4
2022 Q4	$11.5M	Buy	140,872 +23,064	+20%	+$1.93M	5.52%	5
2022 Q3	$9.45M	Buy	117,808 +30,792	+35%	+$2.77M	5.02%	6
2022 Q2	$7.28M	Buy	87,016 +4,731	+6%	+$434K	3.71%	8
2022 Q1	$8.7M	Buy	82,285 +33,168	+68%	+$3.45M	3.99%	7
2021 Q4	$5.68M	Buy	49,117 +803	+2%	+$89.5K	2.65%	11
2021 Q3	$4.95M	Buy	48,314 +717	+2%	+$75.7K	2.59%	11
2021 Q2	$4.81M	Sell	47,597 -762	-2%	-$73.4K	2.53%	12
2021 Q1	$4.39M	Sell	48,359 -45,305	-48%	-$4.08M	2.57%	12
2020 Q4	$8.31M	Buy	93,664 +1,485	+2%	+$125K	4.93%	7
2020 Q3	$7.37M	Sell	92,179 -3,706	-4%	-$290K	5.21%	7
2020 Q2	$6.89M	Buy	95,885 +9,763	+11%	+$649K	5.13%	7
2020 Q1	$4.92M	Buy	86,122 +34,975	+68%	+$2.3M	4.51%	7
2019 Q4	$3.46M	Buy	+51,147	New	+$3.31M	2.98%	6