United Capital Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

United Capital Financial Advisors’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
2026 Q1	$26.4M	Buy	170,474 +52,377	+44%	+$8.62M	0.16%	117
2025 Q4	$19.8M	Buy	118,097 +42,449	+56%	+$7.08M	0.12%	150
2025 Q3	$12.4M	Sell	75,648 -2,428	-3%	-$381K	0.09%	174
2025 Q2	$11.7M	Sell	78,076 -1,352	-2%	-$183K	0.09%	166
2025 Q1	$10.1M	Sell	79,428 -10,356	-12%	-$1.43M	0.09%	176
2024 Q4	$12.5M	Sell	89,784 -3,530	-4%	-$484K	0.11%	152
2024 Q3	$12.3M	Sell	93,314 -3,040	-3%	-$387K	0.1%	161
2024 Q2	$12.3M	Sell	96,354 -5,942	-6%	-$709K	0.11%	160
2024 Q1	$12M	Sell	102,296 -10,338	-9%	-$1.15M	0.1%	166
2023 Q4	$11.7M	Sell	112,634 -62,053	-36%	-$6.11M	0.1%	171
2023 Q3	$16.6M	Sell	174,687 -7,908	-4%	-$776K	0.11%	172
2023 Q2	$17.8M	Sell	182,595 -15,429	-8%	-$1.42M	0.1%	176
2023 Q1	$17.6M	Sell	198,024 -13,613	-6%	-$1.16M	0.1%	182
2022 Q4	$17.3M	Sell	211,637 -14,319	-6%	-$1.2M	0.1%	184
2022 Q3	$18.1M	Sell	225,956 -10,312	-4%	-$929K	0.11%	176
2022 Q2	$19.8M	Sell	236,268 -18,760	-7%	-$1.72M	0.11%	178
2022 Q1	$26.9M	Sell	255,028 -15,763	-6%	-$1.64M	0.13%	157
2021 Q4	$31.3M	Sell	270,791 -13,316	-5%	-$1.48M	0.14%	147
2021 Q3	$29.1M	Sell	284,107 -19,212	-6%	-$2.03M	0.15%	144
2021 Q2	$30.6M	Sell	303,319 -9,654	-3%	-$930K	0.15%	140
2021 Q1	$28.4M	Buy	312,973 +1,177	+0.4%	+$106K	0.16%	140
2020 Q4	$27.7M	Sell	311,796 -10,514	-3%	-$885K	0.17%	134
2020 Q3	$25.8M	Buy	322,310 +4,468	+1%	+$350K	0.17%	141
2020 Q2	$22.8M	Buy	317,842 +25,765	+9%	+$1.71M	0.17%	137
2020 Q1	$16.7M	Buy	292,077 +18,191	+7%	+$1.2M	0.14%	163
2019 Q4	$18.5M	Buy	273,886 +28,422	+12%	+$1.84M	0.12%	211
2019 Q3	$15.4M	Buy	245,464 +45,550	+23%	+$2.88M	0.11%	228
2019 Q2	$12.5M	Buy	199,914 +71,114	+55%	+$4.38M	0.08%	253
2019 Q1	$7.77M	Buy	128,800 +102,739	+394%	+$5.89M	0.05%	329
2018 Q4	$1.37M	Buy	+26,061	New	+$1.48M	0.01%	639