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Waverly Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Waverly Advisors’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 		$1.33M Buy
8,834
+211
+2% +$31.7K 0.01% 561
2025
Q1 		$1.1M Buy
8,623
+371
+4% +$47.1K 0.01% 587
2024
Q4 		$1.15M Buy
8,252
+6,659
+418% +$928K 0.02% 487
2024
Q3 		$210K Buy
+1,593
New +$210K ﹤0.01% 765