Marcum Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Marcum Wealth’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 Q1	–	Sell
2024 Q4	$217K	Buy
2024 Q1	–	Sell
2023 Q4	$374K	Buy
2023 Q1	–	Sell
2022 Q4	$952K	Buy
2022 Q1	–	Sell
2021 Q4	$674K	Buy