Heritage Financial Services’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
2025 Q2	$595K	Hold	3,953	–	–	0.06%	61
2025 Q1	$502K	Hold	3,953	–	–	0.05%	69
2024 Q4	$551K	Buy	+3,953	New	+$551K	0.07%	64
2022 Q3	–	Sell	-15	Closed	-$1K	–	270
2022 Q2	$1K	Buy	+15	New	+$1K	﹤0.01%	460