Brown, Lisle/Cummings’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brown, Lisle/Cummings’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	$4.5K	Buy	+29	New	+$4.77K	﹤0.01%	687

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

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

Brown, Lisle/Cummings's IUSG Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q1 2026: 29 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings.

865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Brown, Lisle/Cummings held 29 shares of iShares Core S&P US Growth ETF worth $4.5K as of Q1 2026.
iShares Core S&P US Growth ETF was a new Brown, Lisle/Cummings position in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #687 holding.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.