iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) is Wealth Quarterback LLC’s 4th Largest Position

Posted by James Conley on Feb 17th, 2025

Wealth Quarterback LLC lifted its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,770 shares of the company’s stock after purchasing an additional 3,154 shares during the period. iShares Core S&P U.S. Growth ETF accounts for approximately 4.5% of Wealth Quarterback LLC’s portfolio, making the stock its 4th largest position. Wealth Quarterback LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $9,583,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Cerity Partners LLC raised its stake in iShares Core S&P U.S. Growth ETF by 124.9% in the third quarter. Cerity Partners LLC now owns 9,014 shares of the company’s stock worth $1,189,000 after buying an additional 5,006 shares in the last quarter. Foundations Investment Advisors LLC bought a new position in iShares Core S&P U.S. Growth ETF in the third quarter worth about $278,000. JPMorgan Chase & Co. raised its stake in iShares Core S&P U.S. Growth ETF by 6.1% in the third quarter. JPMorgan Chase & Co. now owns 1,339,301 shares of the company’s stock worth $176,667,000 after buying an additional 76,917 shares in the last quarter. Orion Portfolio Solutions LLC raised its stake in iShares Core S&P U.S. Growth ETF by 5.0% in the third quarter. Orion Portfolio Solutions LLC now owns 10,711 shares of the company’s stock worth $1,413,000 after buying an additional 513 shares in the last quarter. Finally, Prospera Financial Services Inc increased its stake in shares of iShares Core S&P U.S. Growth ETF by 1.6% during the third quarter. Prospera Financial Services Inc now owns 15,187 shares of the company’s stock valued at $2,006,000 after purchasing an additional 239 shares in the last quarter.

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

Shares of NASDAQ IUSG opened at $146.00 on Monday. iShares Core S&P U.S. Growth ETF has a fifty-two week low of $109.63 and a fifty-two week high of $146.99. The company has a 50 day simple moving average of $142.52 and a two-hundred day simple moving average of $135.26. The company has a market capitalization of $22.02 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06.

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

The firm also recently announced a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a dividend of $0.254 per share. This is an increase 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.