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Brighton Jones LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brighton Jones LLC’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 		$1.86M Buy
+11,988
New +$1.97M 0.04% 285
2025
Q4 		– Sell
-12,941
Closed -$2.13M – 499
2025
Q3 		$2.13M Sell
12,941
-303
-2% -$47.6K 0.05% 214
2025
Q2 		$1.99M Buy
13,244
+235
+2% +$31.9K 0.05% 194
2025
Q1 		$1.65M Buy
13,009
+796
+7% +$110K 0.05% 185
2024
Q4 		$1.7M Buy
12,213
+199
+2% +$27.3K 0.05% 185
2024
Q3 		$1.58M Sell
12,014
-940
-7% -$120K 0.06% 159
2024
Q2 		$1.65M Buy
12,954
+467
+4% +$55.7K 0.05% 167
2024
Q1 		$1.46M Buy
12,487
+8
+0.1% +$890 0.05% 177
2023
Q4 		$1.3M Buy
12,479
+295
+2% +$29.1K 0.05% 171
2023
Q3 		$1.16M Sell
12,184
-319
-3% -$31.3K 0.06% 164
2023
Q2 		$1.22M Buy
12,503
+673
+6% +$61.7K 0.06% 164
2023
Q1 		$1.05M Buy
11,830
+15
+0.1% +$1.28K 0.06% 173
2022
Q4 		$963K Buy
11,815
+11
+0.1% +$919 0.06% 175
2022
Q3 		$946K Sell
11,804
-96
-0.8% -$8.64K 0.06% 162
2022
Q2 		$996K Buy
11,900
+9
+0.1% +$825 0.06% 162
2022
Q1 		$1.26M Buy
11,891
+8
+0.1% +$831 0.06% 151
2021
Q4 		$1.37M Sell
11,883
-156
-1% -$17.4K 0.06% 136
2021
Q3 		$1.23M Sell
12,039
-779
-6% -$82.3K 0.06% 133
2021
Q2 		$1.29M Buy
12,818
+8
+0.1% +$771 0.07% 129
2021
Q1 		$1.16M Sell
12,810
-218
-2% -$19.6K 0.07% 131
2020
Q4 		$1.16M Buy
13,028
+241
+2% +$20.3K 0.07% 113
2020
Q3 		$1.02M Buy
12,787
+15
+0.1% +$1.18K 0.07% 114
2020
Q2 		$918K Buy
12,772
+13
+0.1% +$864 0.07% 113
2020
Q1 		$728K Buy
12,759
+17
+0.1% +$1.12K 0.08% 121
2019
Q4 		$862K Sell
12,742
-274
-2% -$17.8K 0.09% 130
2019
Q3 		$818K Buy
13,016
+362
+3% +$22.9K 0.1% 118
2019
Q2 		$793K Buy
12,654
+39
+0.3% +$2.4K 0.09% 118
2019
Q1 		$761K Buy
12,615
+29
+0.2% +$1.66K 0.09% 124
2018
Q4 		$663K Buy
12,586
+58
+0.5% +$3.29K 0.1% 114
2018
Q3 		$778K Buy
12,528
+276
+2% +$16.7K 0.1% 115
2018
Q2 		$701K Buy
+12,252
New +$693K 0.09% 132

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brighton Jones LLC's IUSG Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q1 2026: 11,988 shares worth $1.86M. The stake represents 0.04% of the portfolio and ranks #285 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IUSG as recently as Q3 2025.

Brighton Jones LLC first reported a position in IUSG in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.13M in Q3 2025. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Brighton Jones LLC held 11,988 shares of iShares Core S&P US Growth ETF worth $1.86M as of Q1 2026.
  • iShares Core S&P US Growth ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Core S&P US Growth ETF made up 0.04% of Brighton Jones LLC's portfolio in Q1 2026, its #285 holding.
  • Brighton Jones LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Brighton Jones LLC's iShares Core S&P US Growth ETF position peaked at $2.13M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.