Stokes Family Office LLC Grows Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Emily Schoerning on Mar 19th, 2025

Stokes Family Office LLC raised its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 5.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,664 shares of the company’s stock after buying an additional 1,145 shares during the period. Stokes Family Office LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $3,019,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Atala Financial Inc purchased a new position in iShares Core S&P U.S. Growth ETF in the fourth quarter valued at $25,000. Noble Wealth Management PBC purchased a new position in iShares Core S&P U.S. Growth ETF in the fourth quarter valued at $34,000. Mogy Joel R Investment Counsel Inc. boosted its holdings in 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 purchasing an additional 190 shares during the period. Cape Investment Advisory Inc. purchased a new position in iShares Core S&P U.S. Growth ETF in the fourth quarter valued at $41,000. Finally, Stonebridge Financial Group LLC purchased a new position in iShares Core S&P U.S. Growth ETF in the fourth quarter valued at $42,000.

iShares Core S&P U.S. Growth ETF Trading Down 1.8 %

NASDAQ:IUSG opened at $128.10 on Wednesday. The firm has a market cap of $19.32 billion, a PE ratio of 29.39 and a beta of 1.06. The stock has a fifty day moving average price of $139.79 and a 200 day moving average price of $136.95. iShares Core S&P U.S. Growth ETF has a 12-month low of $109.63 and a 12-month high of $146.99.

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

The firm also recently declared a dividend, which will be paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th will be issued a dividend of $0.1767 per share. The ex-dividend date of this dividend is Tuesday, March 18th.

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