IFG Advisory’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	–	Sell	-68,617	Closed	-$11.5M	–	622
2025 Q4	$11.5M	Buy	68,617 +3,998	+6%	+$667K	0.5%	45
2025 Q3	$10.6M	Buy	64,619 +3,397	+6%	+$534K	0.48%	49
2025 Q2	$9.21M	Buy	61,222 +5,933	+11%	+$804K	0.46%	52
2025 Q1	$7.03M	Sell	55,289 -1,226	-2%	-$170K	0.39%	65
2024 Q4	$7.88M	Buy	56,515 +11,944	+27%	+$1.64M	0.45%	54
2024 Q3	$5.88M	Buy	44,571 +5,296	+13%	+$673K	0.37%	68
2024 Q2	$5.01M	Buy	39,275 +10,781	+38%	+$1.29M	0.32%	77
2024 Q1	$3.34M	Buy	28,494 +12,929	+83%	+$1.44M	0.25%	119
2023 Q4	$1.62M	Buy	15,565 +4,818	+45%	+$475K	0.12%	200
2023 Q3	$1.02M	Buy	+10,747	New	+$1.05M	0.09%	225
2023 Q2	–	Sell	-9,318	Closed	-$827K	–	411
2023 Q1	$827K	Buy	9,318 +532	+6%	+$45.3K	0.08%	235
2022 Q4	$716K	Sell	8,786 -31	-0.4%	-$2.59K	0.07%	253
2022 Q3	$707K	Buy	8,817 +1,701	+24%	+$153K	0.06%	264
2022 Q2	$595K	Sell	7,116 -114	-2%	-$10.5K	0.06%	267
2022 Q1	$763K	Buy	7,230 +442	+7%	+$45.9K	0.08%	237
2021 Q4	$785K	Buy	6,788 +46	+0.7%	+$5.13K	0.08%	232
2021 Q3	$690K	Buy	6,742 +384	+6%	+$40.6K	0.07%	232
2021 Q2	$642K	Sell	6,358 -655	-9%	-$63.1K	0.07%	249
2021 Q1	$636K	Sell	7,013 -2,737	-28%	-$247K	0.08%	257
2020 Q4	$864K	Sell	9,750 -2,784	-22%	-$234K	0.12%	189
2020 Q3	$1M	Buy	12,534 +732	+6%	+$57.3K	0.16%	149
2020 Q2	$848K	Sell	11,802 -628	-5%	-$41.7K	0.15%	158
2020 Q1	$709K	Buy	12,430 +735	+6%	+$48.4K	0.16%	155
2019 Q4	$791K	Sell	11,695 -558	-5%	-$36.1K	0.14%	170
2019 Q3	$770K	Buy	+12,253	New	+$775K	0.15%	169