Heritage Wealth Management (California)’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	$1.46M	Hold	9,735	–	–	0.98%	28
2025 Q1	$1.24M	Hold	9,735	–	–	0.93%	30
2024 Q4	$1.36M	Buy	+9,735	New	+$1.36M	0.98%	25