DWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,555	Closed	-$266K	–	105
2023 Q4	$266K	Buy	+2,555	New	+$266K	0.2%	94
2022 Q3	–	Sell	-3,750	Closed	-$314K	–	93
2022 Q2	$314K	Buy	+3,750	New	+$314K	0.32%	73