O'Brien Greene & Co’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	–	Sell	-1,665	Closed	-$212K	–	141
2025 Q1	$212K	Sell	1,665 -485	-23%	-$61.6K	0.07%	125
2024 Q4	$300K	Hold	2,150	–	–	0.1%	111
2024 Q3	$284K	Hold	2,150	–	–	0.09%	117
2024 Q2	$274K	Buy	+2,150	New	+$274K	0.09%	117