Rooted Wealth Advisors’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
2026 Q1	$5.67M	Buy	32,420 +786	+2%	+$129K	1.5%	16
2025 Q4	$5.2M	Buy	31,634 +1,818	+6%	+$303K	1.46%	16
2025 Q3	$4.92M	Buy	29,816 +897	+3%	+$141K	1.5%	16
2025 Q2	$4.37M	Buy	28,919 +6,569	+29%	+$890K	1.51%	16
2025 Q1	$2.57M	Buy	22,350 +956	+4%	+$132K	1.11%	20
2024 Q4	$3M	Buy	21,394 +95	+0.4%	+$13K	1.18%	22
2024 Q3	$2.78M	Sell	21,299 -46,091	-68%	-$5.86M	1.24%	16
2024 Q2	$8.61M	Buy	67,390 +2,964	+5%	+$354K	3.8%	7
2024 Q1	$7.5M	Buy	64,426 +1,278	+2%	+$142K	3.7%	6
2023 Q4	$6.99M	Buy	63,148 +4,184	+7%	+$412K	3.66%	7
2023 Q3	$5.87M	Sell	58,964 -22,138	-27%	-$2.17M	3.62%	7
2023 Q2	$7.92M	Buy	81,102 +78,451	+2,959%	+$7.19M	5.34%	5
2023 Q1	$238K	Buy	+2,651	New	+$226K	0.18%	72