XML Financial LLC Decreases Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Dee Baugher on Jan 23rd, 2025

XML Financial LLC lessened its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 20.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 6,408 shares of the company’s stock after selling 1,662 shares during the quarter. XML Financial LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $893,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Mogy Joel R Investment Counsel Inc. lifted its position in shares of iShares Core S&P U.S. Growth ETF by 316.7% in the fourth quarter. Mogy Joel R Investment Counsel Inc. now owns 250 shares of the company’s stock valued at $35,000 after acquiring an additional 190 shares in the last quarter. Ballentine Partners LLC purchased a new position in iShares Core S&P U.S. Growth ETF in the 4th quarter valued at $1,206,000. Leonard Rickey Investment Advisors P.L.L.C. boosted its stake in iShares Core S&P U.S. Growth ETF by 2.7% during the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 4,995 shares of the company’s stock worth $696,000 after purchasing an additional 130 shares during the last quarter. Hoese & Co LLP purchased a new stake in shares of iShares Core S&P U.S. Growth ETF during the fourth quarter worth $46,000. Finally, Amplius Wealth Advisors LLC raised its position in shares of iShares Core S&P U.S. Growth ETF by 1.1% in the fourth quarter. Amplius Wealth Advisors LLC now owns 119,827 shares of the company’s stock valued at $16,696,000 after buying an additional 1,259 shares during the last quarter.

iShares Core S&P U.S. Growth ETF Trading Up 1.1 %

NASDAQ:IUSG opened at $145.72 on Thursday. iShares Core S&P U.S. Growth ETF has a twelve month low of $106.80 and a twelve month high of $146.20. The company has a market cap of $22.00 billion, a P/E ratio of 27.75 and a beta of 1.06. The company’s 50-day moving average price is $140.71 and its 200-day moving average price is $133.36.

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

The business also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a dividend of $0.254 per share. This is a boost 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.

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.