Oak Asset Management’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	$284K	Buy	1,890 +34	+2%	+$5.11K	0.1%	90
2025 Q1	$236K	Buy	1,856 +22	+1%	+$2.8K	0.09%	94
2024 Q4	$256K	Hold	1,834	–	–	0.09%	94
2024 Q3	$242K	Buy	1,834 +68	+4%	+$8.97K	0.09%	99
2024 Q2	$225K	Buy	+1,766	New	+$225K	0.08%	97