OneDigital Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

OneDigital Investment Advisors’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
2026 Q1	$11.3M	Sell	72,583 -290	-0.4%	-$47.7K	0.11%	160
2025 Q4	$12.2M	Sell	72,873 -909	-1%	-$152K	0.12%	151
2025 Q3	$12.1M	Sell	73,782 -2,501	-3%	-$393K	0.12%	150
2025 Q2	$11.5M	Sell	76,283 -13,852	-15%	-$1.88M	0.13%	145
2025 Q1	$11.5M	Sell	90,135 -2,377	-3%	-$329K	0.14%	140
2024 Q4	$12.9M	Buy	92,512 +2,482	+3%	+$341K	0.15%	129
2024 Q3	$11.9M	Sell	90,030 -72	-0.1%	-$9.16K	0.14%	134
2024 Q2	$11.5M	Buy	90,102 +181	+0.2%	+$21.6K	0.14%	124
2024 Q1	$10.5M	Sell	89,921 -2,070	-2%	-$230K	0.17%	120
2023 Q4	$9.58M	Sell	91,991 -3,615	-4%	-$356K	0.17%	124
2023 Q3	$9.07M	Sell	95,606 -4,198	-4%	-$412K	0.2%	105
2023 Q2	$9.74M	Sell	99,804 -4,549	-4%	-$417K	0.22%	93
2023 Q1	$9.26M	Sell	104,353 -1,908	-2%	-$162K	0.22%	89
2022 Q4	$8.66M	Sell	106,261 -4,244	-4%	-$355K	0.25%	82
2022 Q3	$8.86M	Sell	110,505 -3,452	-3%	-$311K	0.33%	50
2022 Q2	$9.54M	Sell	113,957 -2,917	-2%	-$267K	0.41%	39
2022 Q1	$12.3M	Sell	116,874 -116	-0.1%	-$12.1K	0.47%	34
2021 Q4	$13.5M	Buy	116,990 +5,270	+5%	+$587K	0.5%	35
2021 Q3	$11.4M	Buy	111,720 +27,863	+33%	+$2.94M	0.45%	37
2021 Q2	$8.47M	Sell	83,857 -640	-0.8%	-$61.7K	0.35%	47
2021 Q1	$7.67M	Sell	84,497 -582	-0.7%	-$52.4K	0.36%	49
2020 Q4	$7.55M	Sell	85,079 -4,109	-5%	-$346K	0.39%	49
2020 Q3	$7.13M	Sell	89,188 -6,061	-6%	-$475K	0.5%	44
2020 Q2	$6.85M	Sell	95,249 -1,408	-1%	-$93.6K	0.5%	44
2020 Q1	$5.52M	Sell	96,657 -6,711	-6%	-$442K	0.49%	46
2019 Q4	$6.99M	Sell	103,368 -1,150	-1%	-$74.5K	0.56%	38
2019 Q3	$6.57M	Sell	104,518 -104,479	-50%	-$6.61M	0.59%	33
2019 Q2	$13.1M	Buy	208,997 +96,160	+85%	+$5.92M	1.01%	15
2019 Q1	$6.81M	Sell	112,837 -2,514	-2%	-$144K	0.99%	17
2018 Q4	$6.08M	Buy	+115,351	New	+$6.54M	1.03%	14