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

Ullmann Wealth Partners Group’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Buy	7,028 +2	+0%	+$301	0.12%	63
2025 Q1	$893K	Sell	7,026 -3,918	-36%	-$498K	0.12%	63
2024 Q4	$1.53M	Buy	10,944 +40	+0.4%	+$5.57K	0.2%	45
2024 Q3	$1.44M	Buy	10,904 +2	+0%	+$264	0.19%	46
2024 Q2	$1.39M	Buy	10,902 +4,119	+61%	+$525K	0.2%	44
2024 Q1	$795K	Buy	6,783 +2	+0%	+$234	0.12%	56
2023 Q4	$706K	Buy	6,781 +1,420	+26%	+$148K	0.12%	53
2023 Q3	$508K	Hold	5,361	–	–	0.1%	58
2023 Q2	$523K	Sell	5,361 -2,820	-34%	-$275K	0.1%	58
2023 Q1	$726K	Buy	8,181 +13	+0.2%	+$1.15K	0.17%	42
2022 Q4	$666K	Buy	8,168 +10	+0.1%	+$815	0.16%	41
2022 Q3	$654K	Buy	8,158 +11	+0.1%	+$882	0.18%	40
2022 Q2	$682K	Sell	8,147 -1,455	-15%	-$122K	0.18%	44
2022 Q1	$1.02M	Buy	9,602 +1	+0%	+$106	0.26%	34
2021 Q4	$1.11M	Buy	9,601 +1,457	+18%	+$168K	0.3%	31
2021 Q3	$834K	Buy	8,144 +1	+0%	+$102	0.33%	35
2021 Q2	$822K	Buy	8,143 +1	+0%	+$101	0.34%	38
2021 Q1	$739K	Sell	8,142 -1,530	-16%	-$139K	0.33%	37
2020 Q4	$858K	Buy	9,672 +1	+0%	+$89	0.43%	32
2020 Q3	$773K	Buy	9,671 +2	+0%	+$160	0.44%	32
2020 Q2	$695K	Buy	9,669 +2	+0%	+$144	0.43%	30
2020 Q1	$551K	Buy	9,667 +1	+0%	+$57	0.41%	28
2019 Q4	$654K	Buy	9,666 +4	+0%	+$271	0.4%	28
2019 Q3	$607K	Buy	9,662 +2	+0%	+$126	0.37%	30
2019 Q2	$605K	Buy	9,660 +2	+0%	+$125	0.38%	30
2019 Q1	$583K	Sell	9,658 -4,843	-33%	-$292K	0.37%	31
2018 Q4	$764K	Sell	14,501 -144	-1%	-$7.59K	0.56%	25
2018 Q3	$909K	Hold	14,645	–	–	0.6%	23
2018 Q2	$837K	Sell	14,645 -316	-2%	-$18.1K	0.58%	21
2018 Q1	$796K	Sell	14,961 -1,435	-9%	-$76.3K	0.56%	23
2017 Q4	$881K	Sell	16,396 -6,260	-28%	-$336K	0.61%	21
2017 Q3	$964K	Buy	22,656 +6,260	+38%	+$266K	0.96%	20
2017 Q2	$790K	Buy	16,396 +1,152	+8%	+$55.5K	0.57%	24
2017 Q1	$707K	Sell	15,244 -2,430	-14%	-$113K	0.59%	23
2016 Q4	$788K	Buy	+17,674	New	+$788K	0.75%	23