TriaGen 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	$2.62M	Sell	16,892 -210	-1%	-$34.6K	0.72%	29
2025 Q4	$2.87M	Sell	17,102 -31	-0.2%	-$5.17K	0.74%	27
2025 Q3	$2.82M	Sell	17,133 -75	-0.4%	-$11.8K	0.74%	31
2025 Q2	$2.59M	Sell	17,208 -81	-0.5%	-$11K	0.78%	28
2025 Q1	$2.2M	Sell	17,289 -988	-5%	-$137K	0.77%	32
2024 Q4	$2.55M	Sell	18,277 -19	-0.1%	-$2.61K	0.86%	24
2024 Q3	$2.41M	Sell	18,296 -30	-0.2%	-$3.81K	0.81%	28
2024 Q2	$2.34M	Sell	18,326 -568	-3%	-$67.8K	0.9%	32
2024 Q1	$2.21M	Sell	18,894 -488	-3%	-$54.3K	0.92%	29
2023 Q4	$2.02M	Buy	19,382 +286	+1%	+$28.2K	0.96%	34
2023 Q3	$1.81M	Sell	19,096 -60	-0.3%	-$5.89K	0.92%	37
2023 Q2	$1.87M	Hold	19,156	–	–	0.86%	34
2023 Q1	$1.7M	Sell	19,156 -386	-2%	-$32.9K	0.85%	38
2022 Q4	$1.59M	Buy	19,542 +213	+1%	+$17.8K	0.88%	34
2022 Q3	$1.55M	Sell	19,329 -153	-0.8%	-$13.8K	0.86%	36
2022 Q2	$1.63M	Hold	19,482	–	–	1.16%	25
2022 Q1	$2.06M	Sell	19,482 -37	-0.2%	-$3.84K	1.07%	23
2021 Q4	$2.26M	Sell	19,519 -210	-1%	-$23.4K	1.11%	21
2021 Q3	$2.02M	Hold	19,729	–	–	1.1%	21
2021 Q2	$2.06M	Sell	19,729 -309	-2%	-$29.8K	1.06%	22
2021 Q1	$1.82M	Sell	20,038 -222	-1%	-$20K	1.05%	33
2020 Q4	$1.8M	Buy	+20,260	New	+$1.7M	1.05%	31