RFG - Bristol Wealth Advisors’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
$14.2M Buy
94,346
+3,015
+3% +$453K 4.4% 3
2025
Q1
$11.6M Sell
91,331
-2,599
-3% -$330K 3.89% 5
2024
Q4
$13.1M Buy
+93,930
New +$13.1M 4.3% 4