Kelman-Lazarov Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kelman-Lazarov Inc’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	$248K	Buy	1,599 +2	+0.1%	+$329	0.04%	128
2025 Q4	$268K	Buy	1,597 +2	+0.1%	+$334	0.04%	123
2025 Q3	$262K	Buy	1,595 +2	+0.1%	+$314	0.04%	125
2025 Q2	$240K	Buy	1,593 +3	+0.2%	+$407	0.04%	110
2025 Q1	$202K	Buy	1,590 +2	+0.1%	+$277	0.04%	116
2024 Q4	$221K	Hold	1,588	–	–	0.04%	106
2024 Q3	$209K	Hold	1,588	–	–	0.04%	107
2024 Q2	$202K	Buy	+1,588	New	+$189K	0.04%	105
2022 Q2	–	Sell	-1,990	Closed	-$210K	–	86
2022 Q1	$210K	Hold	1,990	–	–	0.07%	81
2021 Q4	$230K	Hold	1,990	–	–	0.07%	80
2021 Q3	$204K	Hold	1,990	–	–	0.07%	79
2021 Q2	$201K	Buy	+1,990	New	+$192K	0.07%	85
2020 Q1	–	Sell	-3,281	Closed	-$222K	–	82
2019 Q4	$222K	Hold	3,281	–	–	0.1%	93
2019 Q3	$206K	Hold	3,281	–	–	0.1%	97
2019 Q2	$206K	Buy	+3,281	New	+$202K	0.11%	91

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 22.94% 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

Kelman-Lazarov Inc's IUSG Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.13% in Q1 2026, buying an estimated $329 and bringing the position to 1,599 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #128.

Kelman-Lazarov Inc first reported a position in IUSG in Q2 2019 and has held it in 15 quarters since. The position peaked at $268K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Kelman-Lazarov Inc held 1,599 shares of iShares Core S&P US Growth ETF worth $248K as of Q1 2026.
Kelman-Lazarov Inc bought 2 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $329.
iShares Core S&P US Growth ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #128 holding.
Kelman-Lazarov Inc first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 15 quarters since.
Kelman-Lazarov Inc's iShares Core S&P US Growth ETF position peaked at $268K in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.