Goldstone Financial Group’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	$21M	Buy	135,505 +22,035	+19%	+$3.63M	2.28%	7
2025 Q4	$19.1M	Buy	113,470 +5,292	+5%	+$883K	2.12%	9
2025 Q3	$17.8M	Buy	108,178 +4,186	+4%	+$657K	2.11%	9
2025 Q2	$15.8M	Buy	103,992 +1,168	+1%	+$158K	2.08%	9
2025 Q1	$13.1M	Buy	102,824 +7,350	+8%	+$1.02M	1.98%	9
2024 Q4	$13.3M	Buy	95,474 +3,904	+4%	+$536K	2.08%	10
2024 Q3	$12.1M	Buy	91,570 +6,888	+8%	+$876K	2.1%	11
2024 Q2	$10.8M	Buy	84,682 +7,792	+10%	+$929K	2.17%	11
2024 Q1	$9.01M	Buy	76,890 +3,646	+5%	+$406K	2.07%	13
2023 Q4	$7.62M	Buy	73,244 +6,410	+10%	+$631K	1.97%	13
2023 Q3	$6.34M	Sell	66,834 -66	-0.1%	-$6.48K	1.88%	15
2023 Q2	$6.53M	Buy	66,900 +968	+1%	+$88.8K	1.92%	16
2023 Q1	$5.85M	Buy	+65,932	New	+$5.61M	1.93%	15