Morris Financial Concepts’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Morris Financial Concepts’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	$1.54M	Sell	9,907 -284	-3%	-$46.7K	0.52%	33
2025 Q4	$1.71M	Buy	10,191 +353	+4%	+$58.9K	0.6%	29
2025 Q3	$1.62M	Buy	9,838 +65	+0.7%	+$10.2K	0.58%	32
2025 Q2	$1.47M	Buy	9,773 +398	+4%	+$54K	0.58%	33
2025 Q1	$1.19M	Buy	9,375 +2,009	+27%	+$278K	0.5%	35
2024 Q4	$1.03M	Buy	7,366 +910	+14%	+$125K	0.44%	40
2024 Q3	$852K	Buy	6,456 +2,942	+84%	+$374K	0.37%	44
2024 Q2	$448K	Buy	+3,514	New	+$419K	0.21%	61

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

Morris Financial Concepts's IUSG Position: Q1 2026 in Review

Morris Financial Concepts reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.8% in Q1 2026, selling an estimated $46.7K and leaving 9,907 shares worth $1.54M. The position accounts for 0.52% of the portfolio, ranked #33.

Morris Financial Concepts first reported a position in IUSG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Morris Financial Concepts held 9,907 shares of iShares Core S&P US Growth ETF worth $1.54M as of Q1 2026.
Morris Financial Concepts sold 284 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $46.7K.
iShares Core S&P US Growth ETF made up 0.52% of Morris Financial Concepts's portfolio in Q1 2026, its #33 holding.
Morris Financial Concepts first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 8 quarters since.
Morris Financial Concepts's iShares Core S&P US Growth ETF position peaked at $1.71M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.