HFO
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Heritage Family Offices’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Family Offices’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 		$227K Hold
1,785
– – 0.11% 161
2025
Q1 		$227K Hold
1,785
– – 0.12% 158
2024
Q4 		$249K Hold
1,785
– – 0.12% 154
2024
Q3 		$235K Hold
1,785
– – 0.12% 159
2024
Q2 		$228K Buy
+1,785
New +$228K 0.13% 151