AAFMAA Wealth Management & Trust LLC Purchases 1,419 Shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Lars Charter on Jan 14th, 2025

AAFMAA Wealth Management & Trust LLC lifted its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 74,309 shares of the company’s stock after purchasing an additional 1,419 shares during the period. iShares Core S&P U.S. Growth ETF comprises approximately 4.5% of AAFMAA Wealth Management & Trust LLC’s portfolio, making the stock its 5th largest position. AAFMAA Wealth Management & Trust LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $10,355,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Hershey Financial Advisers LLC purchased a new position in shares of iShares Core S&P U.S. Growth ETF in the 2nd quarter valued at $25,000. Venturi Wealth Management LLC boosted 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 in the last quarter. Moisand Fitzgerald Tamayo LLC purchased a new position in shares of iShares Core S&P U.S. Growth ETF during the third quarter worth about $37,000. Global Wealth Strategies & Associates increased its position in shares of 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 in the last quarter. Finally, Fairscale Capital LLC purchased a new stake in shares of iShares Core S&P U.S. Growth ETF in the 2nd quarter valued at about $66,000.

iShares Core S&P U.S. Growth ETF Stock Down 0.3 %

NASDAQ:IUSG opened at $138.24 on Tuesday. iShares Core S&P U.S. Growth ETF has a 52-week low of $103.25 and a 52-week high of $145.11. The stock’s 50 day moving average price is $139.98 and its 200 day moving average price is $132.70. The company has a market capitalization of $21.01 billion, a PE ratio of 27.75 and a beta of 1.06.

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

The firm also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were issued a $0.254 dividend. This is a boost from iShares Core S&P U.S. Growth ETF’s previous dividend of $0.25. The ex-dividend date of this dividend 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.