Oxford Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.58K Hold
2025
Q2
$6.02K Hold
2025
Q1
$5.08K Sell
2024
Q4
$307K Buy
2024
Q3
$5.28K Hold
2024
Q2
$5.1K Sell
2024
Q1
$7.38K Hold
2023
Q4
$6.56K Hold
2023
Q3
$5.97K Hold
2023
Q2
$6.15K Hold
2023
Q1
$5.59K Buy
2022
Q4
$3.26K Hold
2022
Q3
$3K Hold
2022
Q2
$3K Hold
2022
Q1
$4K Hold
2021
Q4
$5K Buy