NewEdge Wealth LLC Increases Position in iShares Core S&P U.S. Growth ETF $IUSG

Posted by Bonnie Powley on May 13th, 2026

NewEdge Wealth LLC increased its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 53.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,203 shares of the company’s stock after purchasing an additional 5,267 shares during the quarter. NewEdge Wealth LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $2,553,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in IUSG. Imprint Wealth LLC purchased a new position in shares of iShares Core S&P U.S. Growth ETF in the 3rd quarter valued at about $25,000. Financial Life Planners purchased a new position in iShares Core S&P U.S. Growth ETF in the 3rd quarter valued at approximately $27,000. Realta Investment Advisors increased its stake in iShares Core S&P U.S. Growth ETF by 627.3% in the 4th quarter. Realta Investment Advisors now owns 160 shares of the company’s stock valued at $27,000 after purchasing an additional 138 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. purchased a new position in iShares Core S&P U.S. Growth ETF in the 4th quarter valued at approximately $34,000. Finally, Stone House Investment Management LLC purchased a new position in iShares Core S&P U.S. Growth ETF in the 4th quarter valued at approximately $46,000.

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

NASDAQ IUSG opened at $185.73 on Wednesday. iShares Core S&P U.S. Growth ETF has a 1-year low of $137.88 and a 1-year high of $186.89. The company has a market capitalization of $31.46 billion, a P/E ratio of 32.52 and a beta of 1.16. The business has a 50 day moving average price of $166.90 and a 200 day moving average price of $167.27.

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

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a $0.1752 dividend. This represents a $0.70 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Tuesday, March 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.