Amplius Wealth Advisors LLC Has $16.70 Million Stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Steve Reilly on Jan 21st, 2025

Amplius Wealth Advisors LLC grew its stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 119,827 shares of the company’s stock after buying an additional 1,259 shares during the period. iShares Core S&P U.S. Growth ETF makes up 1.7% of Amplius Wealth Advisors LLC’s investment portfolio, making the stock its 19th biggest holding. Amplius Wealth Advisors LLC owned about 0.08% of iShares Core S&P U.S. Growth ETF worth $16,696,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Hershey Financial Advisers LLC acquired a new stake in iShares Core S&P U.S. Growth ETF during the second quarter worth $25,000. Venturi Wealth Management LLC increased its stake in iShares Core S&P U.S. Growth ETF by 460.0% in the third quarter. Venturi Wealth Management LLC now owns 252 shares of the company’s stock valued at $33,000 after acquiring an additional 207 shares during the period. Moisand Fitzgerald Tamayo LLC bought a new stake in iShares Core S&P U.S. Growth ETF in the third quarter valued at about $37,000. Global Wealth Strategies & Associates lifted its stake in iShares Core S&P U.S. Growth ETF by 113.3% during the fourth quarter. Global Wealth Strategies & Associates now owns 320 shares of the company’s stock worth $45,000 after purchasing an additional 170 shares during the period. Finally, Brooklyn Investment Group acquired a new stake in iShares Core S&P U.S. Growth ETF during the fourth quarter valued at approximately $51,000.

iShares Core S&P U.S. Growth ETF Trading Up 1.3 %

IUSG stock opened at $142.60 on Tuesday. The firm has a market cap of $21.54 billion, a P/E ratio of 27.75 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a 1-year low of $104.61 and a 1-year high of $145.11. The business’s 50 day moving average is $140.47 and its 200-day moving average is $133.18.

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

The business also recently disclosed a dividend, which was paid on Friday, December 20th. Shareholders of record on Tuesday, December 17th were paid a dividend of $0.254 per share. This is a positive change from iShares Core S&P U.S. Growth ETF’s previous dividend of $0.25. The ex-dividend date was Tuesday, December 17th.

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.