Brinker Capital Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brinker Capital Investments’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	$3.94M	Buy	20,934 +277	+1%	+$50K	0.03%	476
2026 Q1	$3.2M	Sell	20,657 -2,716	-12%	-$447K	0.03%	535
2025 Q4	$3.93M	Buy	23,373 +4,078	+21%	+$680K	0.03%	539
2025 Q3	$3.17M	Buy	19,295 +9,273	+93%	+$1.46M	0.02%	601
2025 Q2	$1.51M	Buy	10,022 +1,500	+18%	+$203K	0.01%	947
2025 Q1	$1.08M	Sell	8,522 -2,092	-20%	-$289K	0.01%	1042
2024 Q4	$1.48M	Sell	10,614 -97	-0.9%	-$13.3K	0.01%	846
2024 Q3	$1.41M	Buy	10,711 +513	+5%	+$65.2K	0.01%	865
2024 Q2	$1.3M	Sell	10,198 -141	-1%	-$16.8K	0.01%	860
2024 Q1	$1.21M	Sell	10,339 -347	-3%	-$38.6K	0.01%	895
2023 Q4	$1.1M	Sell	10,686 -1,982	-16%	-$195K	0.01%	901
2023 Q3	$1.2M	Sell	12,668 -1,863	-13%	-$183K	0.01%	843
2023 Q2	$1.82M	Buy	14,531 +1,568	+12%	+$144K	0.02%	699
2023 Q1	$1.15M	Buy	12,963 +4,602	+55%	+$392K	0.01%	813
2022 Q4	$682K	Buy	8,361 +131	+2%	+$10.9K	0.01%	878
2022 Q3	$660K	Sell	8,230 -37	-0.4%	-$3.33K	0.01%	856
2022 Q2	$692K	Sell	8,267 -2,550	-24%	-$234K	0.01%	866
2022 Q1	$1.14M	Sell	10,817 -2,155	-17%	-$224K	0.02%	748
2021 Q4	$1.5M	Buy	12,972 +2,966	+30%	+$331K	0.02%	675
2021 Q3	$1.01M	Hold	10,006	–	–	0.02%	764
2021 Q2	$1.01M	Sell	10,006 -2,215	-18%	-$213K	0.01%	820
2021 Q1	$1.11M	Buy	+12,221	New	+$1.1M	0.02%	676
2020 Q4	–	Sell	-11,595	Closed	-$927K	–	1105
2020 Q3	$927K	Buy	+11,595	New	+$908K	0.02%	710
2019 Q3	–	Sell	-1,660	Closed	-$104K	–	857
2019 Q2	$104K	Buy	+1,660	New	+$102K	﹤0.01%	473

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 22.9% 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

Brinker Capital Investments's IUSG Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.3% in Q2 2026, buying an estimated $50K and bringing the position to 20,934 shares worth $3.94M. The position accounts for 0.03% of the portfolio, ranked #476.

Brinker Capital Investments first reported a position in IUSG in Q2 2019 and has held it in 24 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Brinker Capital Investments held 20,934 shares of iShares Core S&P US Growth ETF worth $3.94M as of Q2 2026.
Brinker Capital Investments bought 277 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $50K.
iShares Core S&P US Growth ETF made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #476 holding.
Brinker Capital Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 24 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.