ORG Wealth Partners’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	$632K	Sell	4,240 -5	-0.1%	-$745	0.15%	95
2025 Q1	$544K	Sell	4,245 -204	-5%	-$26.2K	0.17%	106
2024 Q4	$620K	Sell	4,449 -22	-0.5%	-$3.07K	0.19%	51
2024 Q3	$590K	Buy	+4,471	New	+$590K	0.2%	61