Summit Financial’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	$1.87M	Buy	+12,406	New	+$1.87M	0.04%	303
2023 Q4	–	Sell	-2,864	Closed	-$273K	–	362
2023 Q3	$273K	Buy	+2,864	New	+$273K	0.02%	296