O'Brien Greene & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

O'Brien Greene & Co’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	$207K	Buy	+1,100	New	+$199K	0.06%	134
2026 Q1	–	Sell	-1,265	Closed	-$212K	–	140
2025 Q4	$212K	Hold	1,265	–	–	0.06%	126
2025 Q3	$208K	Buy	+1,265	New	+$199K	0.06%	120
2025 Q2	–	Sell	-1,665	Closed	-$212K	–	141
2025 Q1	$212K	Sell	1,665 -485	-23%	-$67.1K	0.07%	125
2024 Q4	$300K	Hold	2,150	–	–	0.1%	111
2024 Q3	$284K	Hold	2,150	–	–	0.09%	117
2024 Q2	$274K	Buy	+2,150	New	+$256K	0.09%	117

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 22.96% 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 $1.81T 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 $103B AUM 28.65% 1-Year Est. Return

O'Brien Greene & Co's IUSG Position: Q2 2026 in Review

O'Brien Greene & Co opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,100 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: O'Brien Greene & Co previously reported a position in IUSG as recently as Q4 2025.

O'Brien Greene & Co first reported a position in IUSG in Q2 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

O'Brien Greene & Co held 1,100 shares of iShares Core S&P US Growth ETF worth $207K as of Q2 2026.
iShares Core S&P US Growth ETF was a new O'Brien Greene & Co position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.06% of O'Brien Greene & Co's portfolio in Q2 2026, its #134 holding.
O'Brien Greene & Co first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 7 quarters since.
O'Brien Greene & Co's iShares Core S&P US Growth ETF position peaked at $300K in Q4 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.