JMG Financial Group’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	$3.94M	Hold	26,181	–	–	0.12%	38
2025 Q1	$3.33M	Hold	26,181	–	–	0.11%	40
2024 Q4	$3.65M	Hold	26,181	–	–	0.12%	39
2024 Q3	$3.45M	Hold	26,181	–	–	0.12%	41
2024 Q2	$3.34M	Hold	26,181	–	–	0.12%	42
2024 Q1	$3.07M	Sell	26,181 -3,175	-11%	-$372K	0.12%	42
2023 Q4	$3.06M	Buy	29,356 +3,688	+14%	+$384K	0.13%	44
2023 Q3	$2.43M	Hold	25,668	–	–	0.12%	41
2023 Q2	$2.51M	Buy	25,668 +43	+0.2%	+$4.2K	0.12%	43
2023 Q1	$2.28M	Buy	25,625 +625	+3%	+$55.5K	0.12%	44
2022 Q4	$2.04M	Hold	25,000	–	–	0.11%	44
2022 Q3	$2.01M	Hold	25,000	–	–	0.13%	41
2022 Q2	$2.09M	Hold	25,000	–	–	0.13%	40
2022 Q1	$2.64M	Hold	25,000	–	–	0.13%	38
2021 Q4	$2.89M	Hold	25,000	–	–	0.15%	36
2021 Q3	$2.56M	Hold	25,000	–	–	0.14%	38
2021 Q2	$2.53M	Hold	25,000	–	–	0.14%	39
2021 Q1	$2.27M	Hold	25,000	–	–	0.14%	40
2020 Q4	$2.22M	Hold	25,000	–	–	0.15%	40
2020 Q3	$2M	Hold	25,000	–	–	0.16%	40
2020 Q2	$1.8M	Hold	25,000	–	–	0.16%	40
2020 Q1	$1.43M	Hold	25,000	–	–	0.15%	39
2019 Q4	$1.69M	Hold	25,000	–	–	0.16%	41
2019 Q3	$1.57M	Hold	25,000	–	–	0.16%	42
2019 Q2	$1.57M	Hold	25,000	–	–	0.17%	42
2019 Q1	$1.51M	Hold	25,000	–	–	0.18%	42
2018 Q4	$1.32M	Hold	25,000	–	–	0.15%	42
2018 Q3	$1.55M	Hold	25,000	–	–	0.16%	41
2018 Q2	$1.43M	Hold	25,000	–	–	0.16%	43
2018 Q1	$1.37M	Hold	25,000	–	–	0.16%	38
2017 Q4	$1.34M	Buy	+25,000	New	+$1.34M	0.16%	38