Spire Wealth Management’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	$21.5M	Sell	138,542 -3,141	-2%	-$517K	0.73%	30
2025 Q4	$23.8M	Sell	141,683 -3,196	-2%	-$533K	0.8%	23
2025 Q3	$23.8M	Sell	144,879 -9,793	-6%	-$1.54M	0.81%	20
2025 Q2	$22.3M	Sell	154,672 -35,642	-19%	-$4.83M	0.8%	21
2025 Q1	$24.2M	Sell	190,314 -17,685	-9%	-$2.45M	0.77%	25
2024 Q4	$29M	Buy	207,999 +71,291	+52%	+$9.78M	0.9%	16
2024 Q3	$18M	Sell	136,708 -7,611	-5%	-$968K	0.61%	36
2024 Q2	$18.3M	Sell	144,319 -8,613	-6%	-$1.03M	0.65%	33
2024 Q1	$126M	Sell	152,932 -2,313	-1%	-$257K	2.28%	7
2023 Q4	$16.7M	Buy	155,245 +8,386	+6%	+$826K	0.55%	36
2023 Q3	$13.9M	Buy	146,859 +385	+0.3%	+$37.8K	0.53%	42
2023 Q2	$14.3M	Buy	146,474 +6,303	+4%	+$578K	0.53%	39
2023 Q1	$12.4M	Buy	140,171 +35,495	+34%	+$3.02M	0.48%	41
2022 Q4	$8.53M	Buy	104,676 +1,767	+2%	+$148K	0.48%	46
2022 Q3	$8.25M	Sell	102,909 -33,361	-24%	-$3M	0.5%	42
2022 Q2	$11.4M	Sell	136,270 -13,441	-9%	-$1.23M	0.47%	50
2022 Q1	$15.8M	Buy	149,711 +1,936	+1%	+$201K	0.42%	59
2021 Q4	$17.1M	Sell	147,775 -1,984	-1%	-$221K	0.38%	67
2021 Q3	$15.3M	Buy	149,759 +20,078	+15%	+$2.12M	0.41%	62
2021 Q2	$13.2M	Buy	129,681 +566	+0.4%	+$54.5K	0.36%	73
2021 Q1	$11.4M	Buy	+129,115	New	+$11.6M	0.3%	91