Brown Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brown Advisory’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	$424K	Hold	2,253	–	–	﹤0.01%	1182
2026 Q1	$349K	Hold	2,253	–	–	﹤0.01%	1167
2025 Q4	$378K	Hold	2,253	–	–	﹤0.01%	1145
2025 Q3	$371K	Sell	2,253 -159	-7%	-$25K	﹤0.01%	1138
2025 Q2	$363K	Sell	2,412 -206	-8%	-$27.9K	﹤0.01%	1096
2025 Q1	$333K	Buy	2,618 +206	+9%	+$28.5K	﹤0.01%	1100
2024 Q4	$336K	Buy	2,412 +66	+3%	+$9.06K	﹤0.01%	1120
2024 Q3	$309K	Hold	2,346	–	–	﹤0.01%	1096
2024 Q2	$299K	Sell	2,346 -2,936	-56%	-$350K	﹤0.01%	1071
2024 Q1	$619K	Buy	5,282 +2,936	+125%	+$327K	﹤0.01%	887
2023 Q4	$244K	Buy	2,346 +64	+3%	+$6.3K	﹤0.01%	1107
2023 Q3	$216K	Hold	2,282	–	–	﹤0.01%	1100
2023 Q2	$223K	Hold	2,282	–	–	﹤0.01%	1087
2023 Q1	$203K	Sell	2,282 -609	-21%	-$51.9K	﹤0.01%	1133
2022 Q4	$236K	Sell	2,891 -1,651	-36%	-$138K	﹤0.01%	1082
2022 Q3	$364K	Buy	+4,542	New	+$409K	﹤0.01%	928
2022 Q2	–	Sell	-2,050	Closed	-$217K	–	1126
2022 Q1	$217K	Sell	2,050 -5	-0.2%	-$519	﹤0.01%	1047
2021 Q4	$238K	Buy	2,055 +102	+5%	+$11.4K	﹤0.01%	1120
2021 Q3	$200K	Buy	+1,953	New	+$206K	﹤0.01%	1043

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 $103B AUM 28.65% 1-Year Est. Return

Brown Advisory's IUSG Position: Q2 2026 in Review

Brown Advisory held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,253 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Brown Advisory first reported a position in IUSG in Q3 2021 and has held it in 19 quarters since. The position peaked at $619K in Q1 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Brown Advisory held 2,253 shares of iShares Core S&P US Growth ETF worth $424K as of Q2 2026.
Brown Advisory left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1182 holding.
Brown Advisory first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 19 quarters since.
Brown Advisory's iShares Core S&P US Growth ETF position peaked at $619K in Q1 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.