Heritage Oak Wealth Advisors’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
2024 Q4	–	Sell	-29,376	Closed	-$3.87M	–	122
2024 Q3	$3.87M	Buy	+29,376	New	+$3.87M	1.79%	15