iShares Core S&P U.S. Growth ETF $IUSG is Elevation Wealth Partners LLC’s 3rd Largest Position

Elevation Wealth Partners LLC cut its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) by 3.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,210 shares of the company’s stock after selling 4,544 shares during the quarter. iShares Core S&P U.S. Growth ETF accounts for 7.0% of Elevation Wealth Partners LLC’s portfolio, making the stock its 3rd biggest holding. Elevation Wealth Partners LLC owned 0.07% of iShares Core S&P U.S. Growth ETF worth $19,684,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. True Wealth Design LLC purchased a new stake in iShares Core S&P U.S. Growth ETF during the fourth quarter worth about $168,000. DDFG Inc increased its holdings in iShares Core S&P U.S. Growth ETF by 1.4% in the fourth quarter. DDFG Inc now owns 267,464 shares of the company’s stock valued at $44,918,000 after buying an additional 3,700 shares in the last quarter. Melone Private Wealth LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 2.5% in the fourth quarter. Melone Private Wealth LLC now owns 3,928 shares of the company’s stock valued at $660,000 after buying an additional 95 shares in the last quarter. Park Avenue Securities LLC lifted its position in shares of iShares Core S&P U.S. Growth ETF by 3.6% during the 4th quarter. Park Avenue Securities LLC now owns 18,776 shares of the company’s stock valued at $3,153,000 after acquiring an additional 655 shares during the period. Finally, Miller Global Investments LLC acquired a new stake in shares of iShares Core S&P U.S. Growth ETF during the 4th quarter valued at approximately $199,000.

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

Shares of NASDAQ:IUSG opened at $156.31 on Monday. The firm has a market capitalization of $25.45 billion, a price-to-earnings ratio of 32.52 and a beta of 1.11. The business’s 50 day simple moving average is $165.51 and its 200-day simple moving average is $165.93. iShares Core S&P U.S. Growth ETF has a 12 month low of $108.91 and a 12 month high of $172.33.

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 issued a dividend of $0.1752 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.70 annualized dividend and a yield of 0.4%.

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