Stonebrook Private’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Stonebrook Private’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	$317K	Sell	1,687 -18	-1%	-$3.25K	0.06%	174
2026 Q1	$264K	Buy	1,705 +18	+1%	+$2.96K	0.06%	180
2025 Q4	$283K	Hold	1,687	–	–	0.06%	161
2025 Q3	$278K	Hold	1,687	–	–	0.06%	164
2025 Q2	$254K	Hold	1,687	–	–	0.06%	165
2025 Q1	$214K	Hold	1,687	–	–	0.06%	180
2024 Q4	$235K	Hold	1,687	–	–	0.06%	161
2024 Q3	$223K	Hold	1,687	–	–	0.06%	163
2024 Q2	$215K	Buy	+1,687	New	+$201K	0.06%	160

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

Stonebrook Private's IUSG Position: Q2 2026 in Review

Stonebrook Private reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, selling an estimated $3.25K and leaving 1,687 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #174.

Stonebrook Private first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Stonebrook Private held 1,687 shares of iShares Core S&P US Growth ETF worth $317K as of Q2 2026.
Stonebrook Private sold 18 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.25K.
iShares Core S&P US Growth ETF made up 0.06% of Stonebrook Private's portfolio in Q2 2026, its #174 holding.
Stonebrook Private first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.