Summit Investment 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
$298K Buy
1,956
+1
+0.1% +$153 0.25% 49
2025
Q1
$258K Buy
1,955
+1
+0.1% +$132 0.23% 48
2024
Q4
$285K Buy
+1,954
New +$285K 0.25% 45