Weatherly Asset 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
2025
Q1
Sell
2024
Q4
$207K Buy
2024
Q3
Sell
2024
Q2
$204K Buy
2022
Q1
Sell
2021
Q4
$209K Buy