Foster Dykema Cabot & Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Foster Dykema Cabot & Partners’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	$32.7K	Hold	211	–	–	﹤0.01%	202
2025 Q4	$35.4K	Hold	211	–	–	﹤0.01%	212
2025 Q3	$34.7K	Hold	211	–	–	﹤0.01%	244
2025 Q2	$31.7K	Hold	211	–	–	﹤0.01%	224
2025 Q1	$26.8K	Hold	211	–	–	﹤0.01%	226
2024 Q4	$29.4K	Hold	211	–	–	﹤0.01%	235
2024 Q3	$27.8K	Hold	211	–	–	﹤0.01%	279
2024 Q2	$26.9K	Hold	211	–	–	﹤0.01%	210
2024 Q1	$24.7K	Hold	211	–	–	﹤0.01%	215
2023 Q4	$22K	Buy	+211	New	+$20.8K	﹤0.01%	190

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 $374B AUM 17.66% 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

Foster Dykema Cabot & Partners's IUSG Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 211 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Foster Dykema Cabot & Partners first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.4K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Foster Dykema Cabot & Partners held 211 shares of iShares Core S&P US Growth ETF worth $32.7K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #202 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Core S&P US Growth ETF position peaked at $35.4K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.