iShares Core S&P U.S. Growth ETF $IUSG is Roberts Financial LLC’s 7th Largest Position

Roberts Financial LLC cut its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) by 13.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,237 shares of the company’s stock after selling 15,725 shares during the quarter. iShares Core S&P U.S. Growth ETF accounts for 5.5% of Roberts Financial LLC’s portfolio, making the stock its 7th biggest holding. Roberts Financial LLC owned 0.07% of iShares Core S&P U.S. Growth ETF worth $17,151,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IUSG. Elevation Point Wealth Partners LLC purchased a new stake in shares of iShares Core S&P U.S. Growth ETF during the 2nd quarter worth approximately $34,000. Global Wealth Strategies & Associates raised its holdings in iShares Core S&P U.S. Growth ETF by 54.0% during the third quarter. Global Wealth Strategies & Associates now owns 231 shares of the company’s stock worth $38,000 after purchasing an additional 81 shares during the last quarter. Evolution Wealth Management Inc. raised its holdings in iShares Core S&P U.S. Growth ETF by 53.0% during the third quarter. Evolution Wealth Management Inc. now owns 228 shares of the company’s stock worth $38,000 after purchasing an additional 79 shares during the last quarter. Bogart Wealth LLC boosted its position in iShares Core S&P U.S. Growth ETF by 56.2% during the second quarter. Bogart Wealth LLC now owns 278 shares of the company’s stock worth $42,000 after purchasing an additional 100 shares in the last quarter. Finally, Mather Group LLC. acquired a new stake in iShares Core S&P U.S. Growth ETF in the third quarter valued at $53,000.

iShares Core S&P U.S. Growth ETF Stock Down 1.0%

NASDAQ:IUSG opened at $168.76 on Thursday. iShares Core S&P U.S. Growth ETF has a 52-week low of $108.91 and a 52-week high of $172.33. The stock has a fifty day simple moving average of $167.63 and a 200-day simple moving average of $162.37. The company has a market capitalization of $26.44 billion, a PE ratio of 32.52 and a beta of 1.11.

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

The firm also recently announced a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were given a dividend of $0.2627 per share. The ex-dividend date was Tuesday, December 16th. This is an increase from iShares Core S&P U.S. Growth ETF’s previous quarterly dividend of $0.25. This represents a $1.05 dividend on an annualized basis and a yield of 0.6%.

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

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.