Waverly Advisors LLC Boosts Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by John Perry on May 24th, 2025

Waverly Advisors LLC lifted its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 418.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 8,252 shares of the company’s stock after buying an additional 6,659 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $1,150,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in IUSG. Veracity Capital LLC raised its stake in shares of iShares Core S&P U.S. Growth ETF by 2.7% in the fourth quarter. Veracity Capital LLC now owns 266,236 shares of the company’s stock worth $37,100,000 after purchasing an additional 6,899 shares during the last quarter. New Century Financial Group LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 7.9% in the 4th quarter. New Century Financial Group LLC now owns 1,784 shares of the company’s stock worth $253,000 after buying an additional 130 shares in the last quarter. Brighton Jones LLC raised its position in iShares Core S&P U.S. Growth ETF by 1.7% in the 4th quarter. Brighton Jones LLC now owns 12,213 shares of the company’s stock worth $1,702,000 after buying an additional 199 shares during the last quarter. CX Institutional raised its position in iShares Core S&P U.S. Growth ETF by 18.7% in the 4th quarter. CX Institutional now owns 294,271 shares of the company’s stock worth $41,007,000 after buying an additional 46,262 shares during the last quarter. Finally, Fifth Third Bancorp lifted its stake in iShares Core S&P U.S. Growth ETF by 64.6% during the 4th quarter. Fifth Third Bancorp now owns 3,120 shares of the company’s stock valued at $435,000 after acquiring an additional 1,224 shares during the period.

iShares Core S&P U.S. Growth ETF Stock Down 0.7%

Shares of NASDAQ IUSG opened at $138.89 on Friday. The firm’s 50-day moving average price is $129.29 and its 200-day moving average price is $136.33. iShares Core S&P U.S. Growth ETF has a 52-week low of $108.91 and a 52-week high of $146.99. The company has a market cap of $21.62 billion, a PE ratio of 29.54 and a beta of 1.06.

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

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