Financial Advocates Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Advocates Investment Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.8M	Sell	138,416 -16,714	-11%	-$2.51M	1.7%	8
2025 Q1	$17.8M	Buy	155,130 +9,037	+6%	+$1.03M	1.24%	12
2024 Q4	$20.4M	Buy	146,093 +2,966	+2%	+$413K	1.16%	12
2024 Q3	$18.9M	Buy	143,127 +17,519	+14%	+$2.31M	1.07%	11
2024 Q2	$16M	Buy	125,608 +3,430	+3%	+$437K	0.99%	16
2024 Q1	$14.5M	Buy	122,178 +2,759	+2%	+$327K	0.84%	18
2023 Q4	$12.5M	Buy	119,419 +1,078	+0.9%	+$112K	0.81%	19
2023 Q3	$11.2M	Sell	118,341 -65,112	-35%	-$6.15M	0.8%	18
2023 Q2	$12.4M	Buy	183,453 +81,150	+79%	+$5.49M	0.88%	15
2023 Q1	$9.08M	Buy	102,303 +8,105	+9%	+$720K	0.65%	23
2022 Q4	$7.63M	Buy	94,198 +15,435	+20%	+$1.25M	0.57%	32
2022 Q3	$6.31M	Buy	78,763 +13,271	+20%	+$1.06M	0.52%	34
2022 Q2	$5.48M	Sell	65,492 -14,719	-18%	-$1.23M	0.45%	45
2022 Q1	$8.48M	Buy	80,211 +8,727	+12%	+$922K	0.56%	34
2021 Q4	$8.27M	Buy	71,484 +8,278	+13%	+$957K	0.52%	31
2021 Q3	$6.47M	Buy	63,206 +6,979	+12%	+$715K	0.44%	41
2021 Q2	$5.37M	Buy	56,227 +12,506	+29%	+$1.19M	0.36%	52
2021 Q1	$3.96M	Buy	43,721 +1,827	+4%	+$165K	0.28%	72
2020 Q4	$3.72M	Buy	41,894 +4,673	+13%	+$415K	0.25%	88
2020 Q3	$2.98M	Buy	37,221 +3,470	+10%	+$278K	0.25%	79
2020 Q2	$2.43M	Buy	33,751 +779	+2%	+$56.1K	0.23%	100
2020 Q1	$1.88M	Buy	32,972 +5,539	+20%	+$316K	0.27%	93
2019 Q4	$1.86M	Buy	27,433 +3,864	+16%	+$261K	0.2%	128
2019 Q3	$1.48M	Buy	23,569 +6,304	+37%	+$397K	0.17%	136
2019 Q2	$1.08M	Buy	17,265 +2,125	+14%	+$133K	0.13%	174
2019 Q1	$914K	Buy	15,140 +2,161	+17%	+$130K	0.11%	192
2018 Q4	$684K	Sell	12,979 -11,110	-46%	-$586K	0.09%	208
2018 Q3	$1.5M	Buy	24,089 +3,512	+17%	+$218K	0.17%	135
2018 Q2	$1.18M	Buy	20,577 +4,796	+30%	+$276K	0.14%	150
2018 Q1	$862K	Buy	15,781 +4,185	+36%	+$229K	0.11%	191
2017 Q4	$624K	Buy	+11,596	New	+$624K	0.09%	228