Mascoma Wealth Management LLC Reduces Position in iShares Core S&P U.S. Growth ETF $IUSG

Posted by Don Miller on Jul 11th, 2026

Mascoma Wealth Management LLC lowered its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 23.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 91,183 shares of the company’s stock after selling 28,648 shares during the period. iShares Core S&P U.S. Growth ETF accounts for approximately 2.9% of Mascoma Wealth Management LLC’s portfolio, making the stock its 12th largest position. Mascoma Wealth Management LLC owned 0.05% of iShares Core S&P U.S. Growth ETF worth $14,143,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of IUSG. Flagstar Advisors Inc. lifted its holdings in iShares Core S&P U.S. Growth ETF by 3.7% during the 4th quarter. Flagstar Advisors Inc. now owns 1,752 shares of the company’s stock worth $294,000 after buying an additional 63 shares during the last quarter. Retirement Planning Group LLC increased its holdings in shares of iShares Core S&P U.S. Growth ETF by 4.6% in the 4th quarter. Retirement Planning Group LLC now owns 1,428 shares of the company’s stock valued at $240,000 after acquiring an additional 63 shares during the last quarter. Advisory Services Network LLC raised its position in shares of iShares Core S&P U.S. Growth ETF by 0.5% during the 3rd quarter. Advisory Services Network LLC now owns 12,185 shares of the company’s stock worth $2,005,000 after acquiring an additional 65 shares in the last quarter. HB Wealth Management LLC raised its position in shares of iShares Core S&P U.S. Growth ETF by 0.3% during the 1st quarter. HB Wealth Management LLC now owns 24,810 shares of the company’s stock worth $3,848,000 after acquiring an additional 66 shares in the last quarter. Finally, Visionary Horizons LLC lifted its stake in iShares Core S&P U.S. Growth ETF by 5.7% during the fourth quarter. Visionary Horizons LLC now owns 1,399 shares of the company’s stock worth $235,000 after purchasing an additional 76 shares during the last quarter.

iShares Core S&P U.S. Growth ETF Stock Up 0.6%

IUSG traded up $1.08 on Friday, reaching $189.39. The company’s stock had a trading volume of 362,989 shares, compared to its average volume of 789,404. The company has a market capitalization of $32.44 billion, a price-to-earnings ratio of 32.52 and a beta of 1.16. iShares Core S&P U.S. Growth ETF has a fifty-two week low of $148.39 and a fifty-two week high of $193.85. The stock has a 50 day moving average of $186.40 and a two-hundred day moving average of $173.20.

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

The business also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were given a $0.2356 dividend. This is a positive change from iShares Core S&P U.S. Growth ETF’s previous quarterly dividend of $0.18. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.94 dividend on an annualized basis and a dividend yield of 0.5%.

iShares Core S&P U.S. Growth ETF Company Profile

(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.