Fusion Family Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-430	Closed	-$39K	–	67
2021 Q1	$39K	Hold	430	–	–	0.01%	57
2020 Q4	$38K	Hold	430	–	–	0.01%	54
2020 Q3	$34K	Hold	430	–	–	0.01%	57
2020 Q2	$31K	Hold	430	–	–	0.01%	62
2020 Q1	$25K	Hold	430	–	–	0.01%	73
2019 Q4	$29K	Hold	430	–	–	0.01%	77
2019 Q3	$27K	Hold	430	–	–	0.01%	80
2019 Q2	$27K	Hold	430	–	–	0.01%	94
2019 Q1	$26K	Sell	430 -146	-25%	-$8.83K	0.01%	83
2018 Q4	$30K	Hold	576	–	–	0.01%	134
2018 Q3	$36K	Hold	576	–	–	0.01%	134
2018 Q2	$33K	Hold	576	–	–	0.01%	146
2018 Q1	$31K	Sell	576 -380	-40%	-$20.5K	0.01%	142
2017 Q4	$51K	Hold	956	–	–	0.01%	131
2017 Q3	$48K	Sell	956 -1,000	-51%	-$50.2K	0.02%	90
2017 Q2	$94K	Hold	1,956	–	–	0.03%	101
2017 Q1	$91K	Buy	+1,956	New	+$91K	0.03%	100