93,251 Shares in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Purchased by Fortress Financial Group LLC

Posted by Don Miller on Feb 28th, 2025

Fortress Financial Group LLC acquired a new stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 93,251 shares of the company’s stock, valued at approximately $12,994,000. iShares Core S&P U.S. Growth ETF makes up approximately 12.9% of Fortress Financial Group LLC’s portfolio, making the stock its largest holding. Fortress Financial Group LLC owned 0.06% of iShares Core S&P U.S. Growth ETF at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of IUSG. Venturi Wealth Management LLC raised its position in iShares Core S&P U.S. Growth ETF by 460.0% in the third quarter. Venturi Wealth Management LLC now owns 252 shares of the company’s stock valued at $33,000 after purchasing an additional 207 shares during the period. Mogy Joel R Investment Counsel Inc. increased its position in shares of iShares Core S&P U.S. Growth ETF by 316.7% during the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 250 shares of the company’s stock worth $35,000 after purchasing an additional 190 shares during the last quarter. Stonebridge Financial Group LLC acquired a new stake in shares of iShares Core S&P U.S. Growth ETF during the 4th quarter worth about $42,000. Global Wealth Strategies & Associates raised its holdings in iShares Core S&P U.S. Growth ETF by 113.3% in the 4th quarter. Global Wealth Strategies & Associates now owns 320 shares of the company’s stock valued at $45,000 after buying an additional 170 shares during the period. Finally, Hoese & Co LLP acquired a new position in iShares Core S&P U.S. Growth ETF in the fourth quarter valued at about $46,000.

iShares Core S&P U.S. Growth ETF Price Performance

Shares of IUSG stock opened at $136.43 on Friday. The company has a 50-day moving average of $142.48 and a two-hundred day moving average of $136.45. The firm has a market cap of $20.57 billion, a PE ratio of 32.99 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a 1-year low of $109.63 and a 1-year high of $146.99.

iShares Core S&P U.S. Growth ETF Increases Dividend

The company also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were given a $0.254 dividend. This is a positive change from iShares Core S&P U.S. Growth ETF’s previous dividend of $0.25. The ex-dividend date of this dividend was Tuesday, December 17th.

About iShares Core S&P U.S. Growth ETF

(Free Report)

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that is based on the S&P 900 Growth index. The fund tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors. IUSG was launched on Jul 24, 2000 and is managed by BlackRock.