Topel & Distasi Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Topel & Distasi Wealth Management’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	$1.75M	Hold
2025 Q2	$1.6M	Sell
2025 Q1	$2.31M	Buy
2022 Q4	–	Sell
2022 Q3	$2.75M	Sell
2022 Q2	$2.89M	Buy
2022 Q1	$3.64M	Buy