Investment Advisory Services’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 Q2	$7.71M	Sell	41,010 -12	-0%	-$2.17K	2.22%	10
2026 Q1	$6.36M	Sell	41,022 -1,274	-3%	-$210K	2.02%	11
2025 Q4	$7.1M	Sell	42,296 -418	-1%	-$69.7K	2.22%	10
2025 Q3	$7.03M	Buy	42,714 +1,033	+2%	+$162K	2.21%	9
2025 Q2	$6.27M	Buy	41,681 +409	+1%	+$55.4K	2.09%	9
2025 Q1	$5.24M	Buy	41,272 +2,053	+5%	+$284K	1.9%	11
2024 Q4	$5.47M	Buy	39,219 +978	+3%	+$134K	1.93%	10
2024 Q3	$5.04M	Buy	38,241 +1,300	+4%	+$165K	1.78%	13
2024 Q2	$4.71M	Buy	36,941 +2,083	+6%	+$248K	1.73%	12
2024 Q1	$4.09M	Buy	34,858 +529	+2%	+$58.8K	1.5%	14
2023 Q4	$3.57M	Buy	34,329 +2,286	+7%	+$225K	1.41%	15
2023 Q3	$3.04M	Buy	32,043 +2,302	+8%	+$226K	1.31%	17
2023 Q2	$2.9M	Buy	29,741 +4,074	+16%	+$374K	1.23%	18
2023 Q1	$2.29M	Sell	25,667 -32	-0.1%	-$2.73K	1.13%	25
2022 Q4	$2.09M	Buy	25,699 +3,082	+14%	+$258K	1.08%	27
2022 Q3	$1.81M	Buy	22,617 +2,174	+11%	+$196K	1.08%	28
2022 Q2	$1.71M	Sell	20,443 -1,612	-7%	-$148K	0.99%	30
2022 Q1	$2.33M	Sell	22,055 -1,678	-7%	-$174K	1.3%	24
2021 Q4	$2.74M	Buy	23,733 +4,886	+26%	+$545K	1.5%	15
2021 Q3	$1.93M	Buy	18,847 +1,541	+9%	+$163K	1.18%	25
2021 Q2	$1.75M	Buy	+17,306	New	+$1.67M	1.08%	32
2020 Q4	$1.38M	Buy	15,590 +39	+0.3%	+$3.28K	0.97%	34
2020 Q3	$1.24M	Buy	15,551 +161	+1%	+$12.6K	0.98%	30
2020 Q2	$1.11M	Sell	15,390 -1,371	-8%	-$91.1K	0.95%	31
2020 Q1	$957K	Sell	16,761 -3,887	-19%	-$256K	1.03%	28
2019 Q4	$1.4M	Buy	+20,648	New	+$1.34M	1.26%	29

Other funds holding IUSG