iShares Core S&P U.S. Growth ETF $IUSG Stake Lifted by Tanglewood Legacy Advisors LLC

Tanglewood Legacy Advisors LLC grew its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) by 3.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 336,216 shares of the company’s stock after purchasing an additional 11,097 shares during the quarter. iShares Core S&P U.S. Growth ETF makes up about 18.9% of Tanglewood Legacy Advisors LLC’s portfolio, making the stock its biggest holding. Tanglewood Legacy Advisors LLC owned approximately 0.20% of iShares Core S&P U.S. Growth ETF worth $52,150,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Valpey Financial Services LLC grew its position in shares of iShares Core S&P U.S. Growth ETF by 16,640.2% in the fourth quarter. Valpey Financial Services LLC now owns 3,525,312 shares of the company’s stock valued at $592,041,000 after purchasing an additional 3,504,253 shares in the last quarter. Bank of America Corp DE lifted its position in iShares Core S&P U.S. Growth ETF by 4.4% during the fourth quarter. Bank of America Corp DE now owns 43,507,215 shares of the company’s stock worth $7,306,602,000 after buying an additional 1,853,499 shares in the last quarter. SHP Wealth Management acquired a new position in iShares Core S&P U.S. Growth ETF during the fourth quarter worth $78,328,000. Tennessee Valley Asset Management Partners acquired a new position in iShares Core S&P U.S. Growth ETF during the third quarter worth $56,521,000. Finally, Kestra Investment Management LLC grew its holdings in iShares Core S&P U.S. Growth ETF by 40.5% in the 4th quarter. Kestra Investment Management LLC now owns 1,131,808 shares of the company’s stock valued at $190,076,000 after buying an additional 326,483 shares in the last quarter.

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

Shares of IUSG opened at $185.30 on Friday. iShares Core S&P U.S. Growth ETF has a 52-week low of $148.39 and a 52-week high of $193.85. The company has a market capitalization of $31.65 billion, a PE ratio of 32.52 and a beta of 1.16. The stock has a fifty day simple moving average of $185.32 and a two-hundred day simple moving average of $172.44.

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

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were issued a $0.2356 dividend. This is an increase from iShares Core S&P U.S. Growth ETF’s previous quarterly dividend of $0.18. This represents a $0.94 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, June 15th.

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