Brooklyn Investment Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brooklyn Investment Group’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	$220K	Buy	1,419 +52	+4%	+$8.56K	0.01%	1652
2025 Q4	$232K	Buy	+1,367	New	+$228K	0.01%	1242
2025 Q3	–	Sell	-1,116	Closed	-$168K	–	1674
2025 Q2	$168K	Buy	1,116 +752	+207%	+$102K	0.02%	692
2025 Q1	$46.3K	Hold	364	–	–	0.01%	815
2024 Q4	$50.7K	Buy	+364	New	+$50K	0.02%	531

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brooklyn Investment Group's IUSG Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.8% in Q1 2026, buying an estimated $8.56K and bringing the position to 1,419 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1652.

Brooklyn Investment Group first reported a position in IUSG in Q4 2024 and has held it in 5 quarters since. The position peaked at $232K in Q4 2025. 869 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Brooklyn Investment Group held 1,419 shares of iShares Core S&P US Growth ETF worth $220K as of Q1 2026.
Brooklyn Investment Group bought 52 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $8.56K.
iShares Core S&P US Growth ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1652 holding.
Brooklyn Investment Group first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 5 quarters since.
Brooklyn Investment Group's iShares Core S&P US Growth ETF position peaked at $232K in Q4 2025.
869 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.