Jamison Private Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Jamison Private Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.76M	Buy
2025 Q2	$2.52M	Buy
2025 Q1	$2.08M	Sell
2024 Q4	$2.44M	Buy
2024 Q3	$2.27M	Buy
2024 Q2	$2.11M	Sell
2024 Q1	$1.97M	Buy
2023 Q4	$1.73M	Sell
2023 Q3	$1.59M	Buy