Heritage Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Financial Services’s Portfolio IUSG Stock Details IUSG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$650K	Hold
2025 Q2	$595K	Hold
2025 Q1	$502K	Hold
2024 Q4	$551K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy