LPL Financial LLC Has $2.13 Billion Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Wayne Rhoads on Mar 23rd, 2025

LPL Financial LLC lifted its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,302,362 shares of the company’s stock after buying an additional 425,195 shares during the period. iShares Core S&P U.S. Growth ETF comprises 0.9% of LPL Financial LLC’s holdings, making the stock its 16th largest position. LPL Financial LLC owned approximately 0.10% of iShares Core S&P U.S. Growth ETF worth $2,132,384,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of IUSG. Richwood Investment Advisors LLC acquired a new stake in iShares Core S&P U.S. Growth ETF in the 4th quarter valued at about $203,000. Oxford Financial Group LTD. LLC lifted its stake in iShares Core S&P U.S. Growth ETF by 5,412.5% in the 4th quarter. Oxford Financial Group LTD. LLC now owns 2,205 shares of the company’s stock valued at $307,000 after purchasing an additional 2,165 shares during the last quarter. TD Private Client Wealth LLC lifted its stake in iShares Core S&P U.S. Growth ETF by 3.2% in the 4th quarter. TD Private Client Wealth LLC now owns 40,148 shares of the company’s stock valued at $5,595,000 after purchasing an additional 1,256 shares during the last quarter. Lee Danner & Bass Inc. acquired a new stake in iShares Core S&P U.S. Growth ETF in the 4th quarter valued at about $343,000. Finally, Antonelli Financial Advisors LLC acquired a new stake in iShares Core S&P U.S. Growth ETF in the 4th quarter valued at about $203,000.

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

Shares of NASDAQ:IUSG opened at $130.14 on Friday. iShares Core S&P U.S. Growth ETF has a 52-week low of $109.63 and a 52-week high of $146.99. The company has a market capitalization of $19.63 billion, a P/E ratio of 29.39 and a beta of 1.06. The company has a 50-day simple moving average of $139.19 and a 200 day simple moving average of $136.95.

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

The business also recently declared a dividend, which was paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th were issued a $0.1767 dividend. The ex-dividend date was Tuesday, March 18th.

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.