Cosner Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cosner Financial 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	$12.1M	Buy	77,885 +1,123	+1%	+$185K	6.64%	8
2025 Q4	$12.9M	Sell	76,762 -1,336	-2%	-$223K	6.58%	8
2025 Q3	$12.9M	Sell	78,098 -336	-0.4%	-$52.8K	6.91%	8
2025 Q2	$11.8M	Sell	78,434 -1,765	-2%	-$239K	6.57%	8
2025 Q1	$10.2M	Buy	80,199 +9,740	+14%	+$1.35M	6.23%	8
2024 Q4	$9.82M	Buy	70,459 +3,122	+5%	+$428K	6.22%	8
2024 Q3	$8.88M	Sell	67,337 -909	-1%	-$116K	5.73%	8
2024 Q2	$8.7M	Sell	68,246 -721	-1%	-$86K	6.15%	8
2024 Q1	$8.08M	Sell	68,967 -153	-0.2%	-$17K	5.79%	8
2023 Q4	$7.2M	Sell	69,120 -1,156	-2%	-$114K	6.08%	7
2023 Q3	$6.66M	Buy	70,276 +697	+1%	+$68.4K	5.87%	9
2023 Q2	$6.79M	Buy	+69,579	New	+$6.38M	5.6%	9

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cosner Financial Group's IUSG Position: Q1 2026 in Review

Cosner Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q1 2026, buying an estimated $185K and bringing the position to 77,885 shares worth $12.1M. The position accounts for 6.64% of the portfolio, ranked #8.

Cosner Financial Group first reported a position in IUSG in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.9M in Q4 2025. 863 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Cosner Financial Group held 77,885 shares of iShares Core S&P US Growth ETF worth $12.1M as of Q1 2026.
Cosner Financial Group bought 1,123 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $185K.
iShares Core S&P US Growth ETF made up 6.64% of Cosner Financial Group's portfolio in Q1 2026, its #8 holding.
Cosner Financial Group first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares Core S&P US Growth ETF position peaked at $12.9M in Q4 2025.
863 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.