Waldron Private Wealth LLC Makes New $27.30 Million Investment in iShares Core S&P U.S. Growth ETF $IUSG

Posted by John Perry on Oct 26th, 2025

Waldron Private Wealth LLC acquired a new position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 181,518 shares of the company’s stock, valued at approximately $27,300,000. iShares Core S&P U.S. Growth ETF makes up approximately 1.2% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 15th biggest position. Waldron Private Wealth LLC owned 0.12% of iShares Core S&P U.S. Growth ETF at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Brown Advisory Inc. grew its holdings in shares of iShares Core S&P U.S. Growth ETF by 8.5% during the 1st quarter. Brown Advisory Inc. now owns 2,618 shares of the company’s stock valued at $333,000 after purchasing an additional 206 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 192.5% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 26,802 shares of the company’s stock valued at $3,437,000 after acquiring an additional 17,638 shares during the last quarter. Cerity Partners LLC lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 23.4% in the 1st quarter. Cerity Partners LLC now owns 8,274 shares of the company’s stock valued at $1,051,000 after acquiring an additional 1,570 shares during the last quarter. DAVENPORT & Co LLC lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 12.5% in the 2nd quarter. DAVENPORT & Co LLC now owns 3,375 shares of the company’s stock valued at $508,000 after acquiring an additional 374 shares during the last quarter. Finally, Greenleaf Trust bought a new stake in iShares Core S&P U.S. Growth ETF during the 2nd quarter worth approximately $244,000.

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

IUSG opened at $167.39 on Friday. iShares Core S&P U.S. Growth ETF has a fifty-two week low of $108.91 and a fifty-two week high of $167.69. The firm has a market capitalization of $25.74 billion, a price-to-earnings ratio of 32.52 and a beta of 1.06. The company’s 50 day moving average price is $161.89 and its two-hundred day moving average price is $149.58.

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

The company also recently announced a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Tuesday, September 16th were paid a dividend of $0.2487 per share. This is a boost from iShares Core S&P U.S. Growth ETF’s previous quarterly dividend of $0.21. This represents a $0.99 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Tuesday, September 16th.

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.