Summit Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Summit Wealth Partners’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Buy
2025 Q2	$1.05M	Buy
2025 Q1	$662K	Buy
2024 Q4	$446K	Sell
2024 Q3	$423K	Hold
2024 Q2	$409K	Hold
2024 Q1	$376K	Sell
2023 Q4	$341K	Buy
2023 Q3	$302K	Buy