Morton Brown Family Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Morton Brown Family Wealth’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 Q2	$88.6K	Hold	471	–	–	0.02%	100
2026 Q1	$73.1K	Hold	471	–	–	0.02%	99
2025 Q4	$79.1K	Hold	471	–	–	0.02%	94
2025 Q3	$77.5K	Hold	471	–	–	0.02%	95
2025 Q2	$70.8K	Hold	471	–	–	0.02%	91
2025 Q1	$59.9K	Hold	471	–	–	0.02%	94
2024 Q4	$65.6K	Hold	471	–	–	0.02%	97
2024 Q3	$62.1K	Sell	471 -128	-21%	-$16.3K	0.02%	91
2024 Q2	$76.5K	Buy	599 +128	+27%	+$15.3K	0.03%	79
2024 Q1	$55.2K	Hold	471	–	–	0.02%	84
2023 Q4	$49K	Sell	471 -522	-53%	-$51.4K	0.02%	100
2023 Q3	$94.2K	Hold	993	–	–	0.05%	61
2023 Q2	$97K	Hold	993	–	–	0.05%	62
2023 Q1	$88.1K	Hold	993	–	–	0.05%	64
2022 Q4	$80.9K	Hold	993	–	–	0.06%	68
2022 Q3	$80K	Hold	993	–	–	0.06%	59
2022 Q2	$83K	Hold	993	–	–	0.06%	57
2022 Q1	$105K	Hold	993	–	–	0.08%	55
2021 Q4	$115K	Buy	+993	New	+$111K	0.09%	55

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 22.9% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morton Brown Family Wealth's IUSG Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 471 shares worth $88.6K. The position accounts for 0.02% of the portfolio, ranked #100.

Morton Brown Family Wealth first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $115K in Q4 2021. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Morton Brown Family Wealth held 471 shares of iShares Core S&P US Growth ETF worth $88.6K as of Q2 2026.
Morton Brown Family Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #100 holding.
Morton Brown Family Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares Core S&P US Growth ETF position peaked at $115K in Q4 2021.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.