Castle Rock Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Castle Rock Wealth 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
2025 Q3	$270K	Buy
2025 Q2	$251K	Buy
2025 Q1	$208K	Buy
2024 Q4	$237K	Sell
2024 Q3	$223K	Buy
2024 Q2	$218K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Buy
2021 Q4	$205K	Buy
2021 Q3	$230K	Buy
2021 Q2	$211K	Buy