LFA

Legacy Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$720K	Sell	4,787 -13	-0.3%	-$1.96K	0.11%	161
2025 Q1	$610K	Hold	4,800	–	–	0.1%	168
2024 Q4	$669K	Hold	4,800	–	–	0.11%	158
2024 Q3	$633K	Hold	4,800	–	–	0.11%	162
2024 Q2	$612K	Hold	4,800	–	–	0.11%	159
2024 Q1	$563K	Hold	4,800	–	–	0.1%	168
2023 Q4	$500K	Buy	4,800 +44	+0.9%	+$4.58K	0.1%	169
2023 Q3	$451K	Hold	4,756	–	–	0.09%	152
2023 Q2	$464K	Hold	4,756	–	–	0.09%	144
2023 Q1	$422K	Hold	4,756	–	–	0.09%	146
2022 Q4	$388K	Hold	4,756	–	–	0.08%	140
2022 Q3	$381K	Hold	4,756	–	–	0.09%	128
2022 Q2	$398K	Sell	4,756 -453	-9%	-$37.9K	0.1%	113
2022 Q1	$550K	Sell	5,209 -27	-0.5%	-$2.85K	0.12%	93
2021 Q4	$605K	Hold	5,236	–	–	0.14%	73
2021 Q3	$536K	Sell	5,236 -39	-0.7%	-$3.99K	0.13%	70
2021 Q2	$533K	Sell	5,275 -196	-4%	-$19.8K	0.13%	68
2021 Q1	$497K	Hold	5,471	–	–	0.14%	67
2020 Q4	$485K	Hold	5,471	–	–	0.14%	64
2020 Q3	$438K	Buy	+5,471	New	+$438K	0.13%	61
2020 Q1	–	Sell	-5,471	Closed	-$370K	–	90
2019 Q4	$370K	Sell	5,471 -10,985	-67%	-$743K	0.12%	81
2019 Q3	$1.04M	Buy	16,456 +715	+5%	+$45K	0.34%	27
2019 Q2	$987K	Hold	15,741	–	–	0.35%	28
2019 Q1	$949K	Hold	15,741	–	–	0.32%	30
2018 Q4	$830K	Buy	15,741 +10,985	+231%	+$579K	0.32%	33
2018 Q3	$295K	Hold	4,756	–	–	0.11%	80
2018 Q2	$283K	Hold	4,756	–	–	0.11%	82
2018 Q1	$260K	Hold	4,756	–	–	0.1%	90
2017 Q4	$255K	Buy	+4,756	New	+$255K	0.1%	90