Barrett & Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Barrett & Company’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 Q2	$305K	Buy	1,624 +21	+1%	+$3.79K	0.09%	125
2026 Q1	$249K	Buy	1,603 +50	+3%	+$8.23K	0.09%	129
2025 Q4	$261K	Buy	1,553 +1	+0.1%	+$167	0.09%	127
2025 Q3	$255K	Buy	1,552 +20	+1%	+$3.14K	0.09%	133
2025 Q2	$230K	Buy	1,532 +1	+0.1%	+$136	0.09%	137
2025 Q1	$195K	Buy	1,531 +26	+2%	+$3.6K	0.08%	137
2024 Q4	$210K	Hold	1,505	–	–	0.09%	133
2024 Q3	$198K	Buy	1,505 +1	+0.1%	+$127	0.09%	139
2024 Q2	$192K	Buy	1,504 +1	+0.1%	+$119	0.09%	134
2024 Q1	$176K	Hold	1,503	–	–	0.08%	138
2023 Q4	$156K	Buy	1,503 +3	+0.2%	+$296	0.08%	141
2023 Q3	$142K	Hold	1,500	–	–	0.08%	141
2023 Q2	$146K	Buy	1,500 +1	+0.1%	+$92	0.08%	145
2023 Q1	$133K	Sell	1,499 -27	-2%	-$2.3K	0.08%	151
2022 Q4	$124K	Hold	1,526	–	–	0.08%	147
2022 Q3	$124K	Buy	+1,526	New	+$137K	0.08%	147

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Barrett & Company's IUSG Position: Q2 2026 in Review

Barrett & Company increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.3% in Q2 2026, buying an estimated $3.79K and bringing the position to 1,624 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #125.

Barrett & Company first reported a position in IUSG in Q3 2022 and has held it in 16 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Barrett & Company held 1,624 shares of iShares Core S&P US Growth ETF worth $305K as of Q2 2026.
Barrett & Company bought 21 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.79K.
iShares Core S&P US Growth ETF made up 0.09% of Barrett & Company's portfolio in Q2 2026, its #125 holding.
Barrett & Company first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 16 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.