Brio Consultants’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brio Consultants’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	$14.2M	Sell	75,494 -881	-1%	-$159K	1.66%	14
2026 Q1	$13.7M	Sell	76,375 -5,085	-6%	-$837K	1.68%	13
2025 Q4	$13.7M	Buy	81,460 +1,277	+2%	+$213K	1.78%	11
2025 Q3	$13.2M	Sell	80,183 -1,593	-2%	-$250K	1.82%	11
2025 Q2	$12.3M	Sell	81,776 -12,354	-13%	-$1.67M	1.8%	12
2025 Q1	$12M	Buy	94,130 +839	+0.9%	+$116K	1.88%	13
2024 Q4	$13M	Buy	93,291 +2,756	+3%	+$378K	2.03%	14
2024 Q3	$11.9M	Buy	90,535 +6,262	+7%	+$796K	1.9%	14
2024 Q2	$10.7M	Buy	84,273 +1,555	+2%	+$185K	1.77%	15
2024 Q1	$9.7M	Sell	82,718 -3,720	-4%	-$414K	1.63%	16
2023 Q4	$9M	Buy	86,438 +11,508	+15%	+$1.13M	1.6%	16
2023 Q3	$7.11M	Buy	74,930 +6,913	+10%	+$678K	1.33%	17
2023 Q2	$6.64M	Buy	68,017 +3,618	+6%	+$332K	1.2%	21
2023 Q1	$5.72M	Sell	64,399 -3,281	-5%	-$279K	1.06%	25
2022 Q4	$5.52M	Buy	67,680 +13,540	+25%	+$1.13M	1.1%	24
2022 Q3	$4.55M	Buy	54,140 +51,182	+1,730%	+$4.61M	0.96%	26
2022 Q2	$251K	Buy	+2,958	New	+$271K	0.06%	70

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

Brio Consultants's IUSG Position: Q2 2026 in Review

Brio Consultants reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q2 2026, selling an estimated $159K and leaving 75,494 shares worth $14.2M. The position accounts for 1.66% of the portfolio, ranked #14.

Brio Consultants first reported a position in IUSG in Q2 2022 and has held it in 17 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Brio Consultants held 75,494 shares of iShares Core S&P US Growth ETF worth $14.2M as of Q2 2026.
Brio Consultants sold 881 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $159K.
iShares Core S&P US Growth ETF made up 1.66% of Brio Consultants's portfolio in Q2 2026, its #14 holding.
Brio Consultants first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 17 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.