Weaver Consulting Group’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	$692K	Hold	4,462	–	–	0.16%	115
2025 Q4	$749K	Hold	4,462	–	–	0.18%	105
2025 Q3	$734K	Buy	4,462 +99	+2%	+$15.6K	0.19%	102
2025 Q2	$656K	Hold	4,363	–	–	0.18%	103
2025 Q1	$554K	Hold	4,363	–	–	0.17%	111
2024 Q4	$608K	Buy	4,363 +116	+3%	+$15.9K	0.19%	94
2024 Q3	$560K	Hold	4,247	–	–	0.18%	102
2024 Q2	$541K	Hold	4,247	–	–	0.19%	97
2024 Q1	$498K	Hold	4,247	–	–	0.18%	100
2023 Q4	$442K	Buy	4,247 +73	+2%	+$7.19K	0.18%	103
2023 Q3	$396K	Hold	4,174	–	–	0.18%	105
2023 Q2	$408K	Sell	4,174 -428	-9%	-$39.3K	0.18%	100
2023 Q1	$409K	Hold	4,602	–	–	0.19%	105
2022 Q4	$375K	Sell	4,602 -450	-9%	-$37.6K	0.19%	103
2022 Q3	$405K	Hold	5,052	–	–	0.23%	88
2022 Q2	$423K	Hold	5,052	–	–	0.24%	86
2022 Q1	$534K	Buy	5,052 +59	+1%	+$6.13K	0.26%	70
2021 Q4	$577K	Buy	4,993 +168	+3%	+$18.7K	0.28%	63
2021 Q3	$494K	Hold	4,825	–	–	0.27%	69
2021 Q2	$487K	Sell	4,825 -120	-2%	-$11.6K	0.27%	68
2021 Q1	$449K	Hold	4,945	–	–	0.28%	72
2020 Q4	$439K	Hold	4,945	–	–	0.27%	71
2020 Q3	$396K	Hold	4,945	–	–	0.23%	71
2020 Q2	$356K	Buy	4,945 +1,000	+25%	+$66.4K	0.21%	74
2020 Q1	$225K	Sell	3,945 -390	-9%	-$25.7K	0.15%	93
2019 Q4	$273K	Sell	4,335 -117	-3%	-$7.58K	0.15%	91
2019 Q3	$286K	Hold	4,452	–	–	0.15%	80
2019 Q2	$279K	Sell	4,452 -193	-4%	-$11.9K	0.15%	79
2019 Q1	$288K	Buy	+4,645	New	+$266K	0.08%	173