Optivise Advisory Services’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	$1.04M	Sell	6,939 -1,004	-13%	-$151K	0.53%	49
2025 Q1	$1.01M	Hold	7,943	–	–	0.57%	41
2024 Q4	$1.11M	Hold	7,943	–	–	0.6%	44
2024 Q3	$1.05M	Sell	7,943 -740	-9%	-$97.6K	0.55%	48
2024 Q2	$1.11M	Buy	+8,683	New	+$1.11M	0.6%	44