Seven Springs Wealth 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
2026 Q1	$10.3M	Buy	66,118 +9,004	+16%	+$1.48M	2.37%	11
2025 Q4	$9.59M	Buy	57,114 +7,694	+16%	+$1.28M	2.74%	10
2025 Q3	$8.13M	Buy	49,420 +9,043	+22%	+$1.42M	1.97%	11
2025 Q2	$6.07M	Buy	40,377 +5,614	+16%	+$761K	1.5%	13
2025 Q1	$4.42M	Buy	34,763 +10,800	+45%	+$1.49M	1.57%	14
2024 Q4	$3.34M	Sell	23,963 -907	-4%	-$124K	1.24%	21
2024 Q3	$3.28M	Sell	24,870 -291	-1%	-$37K	1.19%	21
2024 Q2	$3.21M	Buy	25,161 +717	+3%	+$85.5K	1.25%	18
2024 Q1	$2.87M	Buy	24,444 +61	+0.3%	+$6.79K	1.1%	19
2023 Q4	$2.54M	Buy	24,383 +363	+2%	+$35.8K	1.14%	18
2023 Q3	$2.28M	Buy	24,020 +555	+2%	+$54.5K	1.09%	18
2023 Q2	$2.29M	Buy	23,465 +1,217	+5%	+$112K	1.09%	16
2023 Q1	$1.97M	Buy	22,248 +2,244	+11%	+$191K	0.98%	19
2022 Q4	$1.63M	Buy	20,004 +647	+3%	+$54.1K	0.79%	19
2022 Q3	$1.55M	Buy	19,357 +2,226	+13%	+$200K	0.84%	17
2022 Q2	$1.43M	Buy	17,131 +1,724	+11%	+$158K	0.72%	19
2022 Q1	$1.63M	Buy	15,407 +1,667	+12%	+$173K	0.77%	18
2021 Q4	$1.59M	Buy	13,740 +1,993	+17%	+$222K	0.73%	20
2021 Q3	$1.2M	Buy	11,747 +702	+6%	+$74.2K	0.59%	22
2021 Q2	$1.11M	Buy	11,045 +739	+7%	+$71.2K	0.48%	23
2021 Q1	$936K	Buy	10,306 +381	+4%	+$34.3K	0.44%	23
2020 Q4	$880K	Buy	9,925 +9,866	+16,722%	+$830K	0.45%	22
2020 Q3	$5K	Hold	59	–	–	﹤0.01%	123
2020 Q2	$4K	Hold	59	–	–	﹤0.01%	124
2020 Q1	$3K	Buy	+59	New	+$3.88K	﹤0.01%	129