One Charles Private Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

One Charles Private Wealth Services’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 Q2	$885K	Hold
2025 Q1	$748K	Hold
2024 Q4	$820K	Sell
2024 Q3	$788K	Hold
2024 Q2	$761K	Hold
2024 Q1	$700K	Hold
2023 Q4	$621K	Buy