Helen Stephens Group LLC Raises Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Defense World Staff on Oct 9th, 2024

Helen Stephens Group LLC lifted its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 7.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 159,039 shares of the company’s stock after purchasing an additional 11,101 shares during the quarter. iShares Core S&P U.S. Growth ETF comprises approximately 6.4% of Helen Stephens Group LLC’s holdings, making the stock its 4th largest position. Helen Stephens Group LLC owned 0.11% of iShares Core S&P U.S. Growth ETF worth $20,979,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in IUSG. Chicago Partners Investment Group LLC raised its stake in iShares Core S&P U.S. Growth ETF by 0.6% during the 4th quarter. Chicago Partners Investment Group LLC now owns 16,590 shares of the company’s stock valued at $1,798,000 after buying an additional 92 shares during the last quarter. Oppenheimer & Co. Inc. boosted its holdings in shares of iShares Core S&P U.S. Growth ETF by 0.9% during the 1st quarter. Oppenheimer & Co. Inc. now owns 10,059 shares of the company’s stock valued at $1,179,000 after purchasing an additional 92 shares during the last quarter. Carolinas Wealth Consulting LLC boosted its holdings in shares of iShares Core S&P U.S. Growth ETF by 1.8% during the 2nd quarter. Carolinas Wealth Consulting LLC now owns 5,512 shares of the company’s stock valued at $703,000 after purchasing an additional 100 shares during the last quarter. Stokes Family Office LLC boosted its holdings in shares of iShares Core S&P U.S. Growth ETF by 0.5% during the 2nd quarter. Stokes Family Office LLC now owns 20,832 shares of the company’s stock valued at $2,656,000 after purchasing an additional 103 shares during the last quarter. Finally, FAS Wealth Partners Inc. raised its position in shares of iShares Core S&P U.S. Growth ETF by 41.4% during the 1st quarter. FAS Wealth Partners Inc. now owns 376 shares of the company’s stock valued at $44,000 after buying an additional 110 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Trading Up 1.5 %

Shares of NASDAQ IUSG opened at $132.28 on Wednesday. The firm’s 50-day moving average price is $126.93 and its 200-day moving average price is $123.48. The stock has a market capitalization of $19.98 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a 12-month low of $90.71 and a 12-month high of $133.65.

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

The company also recently disclosed a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were given a $0.2513 dividend. The ex-dividend date of this dividend was Wednesday, September 25th.

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