Hilltop Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.4M	Buy	241,251 +2,674	+1%	+$440K	22.42%	1
2025 Q4	$40.1M	Sell	238,577 -2,797	-1%	-$467K	20.12%	1
2025 Q3	$39.7M	Buy	241,374 +327	+0.1%	+$51.4K	20.7%	1
2025 Q2	$36.3M	Buy	241,047 +12,375	+5%	+$1.68M	20.37%	1
2025 Q1	$29.1M	Sell	228,672 -11,666	-5%	-$1.61M	16.41%	1
2024 Q4	$33.5M	Sell	240,338 -3,112	-1%	-$427K	16.93%	1
2024 Q3	$32.1M	Sell	243,450 -5,120	-2%	-$651K	14.98%	1
2024 Q2	$31.7M	Buy	248,570 +3,626	+1%	+$433K	15.9%	1
2024 Q1	$28.7M	Sell	244,944 -1,508	-0.6%	-$168K	14.68%	1
2023 Q4	$25.7M	Buy	246,452 +3,595	+1%	+$354K	14.63%	1
2023 Q3	$23M	Sell	242,857 -6,668	-3%	-$654K	17.82%	1
2023 Q2	$24.4M	Buy	249,525 +6,115	+3%	+$561K	17.97%	1
2023 Q1	$21.6M	Buy	243,410 +11,976	+5%	+$1.02M	17.38%	1
2022 Q4	$18.9M	Buy	231,434 +9,926	+4%	+$830K	16%	2
2022 Q3	$17.8M	Buy	221,508 +10,882	+5%	+$980K	18.25%	1
2022 Q2	$17.6M	Buy	+210,626	New	+$19.3M	17.17%	2