ForthRight Wealth Management LLC Lowers Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Micah Haroldson on Jan 22nd, 2025

ForthRight Wealth Management LLC cut its position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 2.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 173,367 shares of the company’s stock after selling 4,147 shares during the quarter. iShares Core S&P U.S. Growth ETF comprises about 8.1% of ForthRight Wealth Management LLC’s portfolio, making the stock its 5th biggest holding. ForthRight Wealth Management LLC owned approximately 0.11% of iShares Core S&P U.S. Growth ETF worth $24,159,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IUSG. Kestra Investment Management LLC bought a new stake in shares of iShares Core S&P U.S. Growth ETF in the second quarter valued at about $96,472,000. Benjamin Edwards Inc. raised its stake in iShares Core S&P U.S. Growth ETF by 10,090.9% in the 3rd quarter. Benjamin Edwards Inc. now owns 599,022 shares of the company’s stock worth $79,018,000 after purchasing an additional 593,144 shares in the last quarter. Sanctuary Advisors LLC bought a new stake in iShares Core S&P U.S. Growth ETF in the 2nd quarter valued at about $23,807,000. LPL Financial LLC grew its position in shares of iShares Core S&P U.S. Growth ETF by 0.6% during the 3rd quarter. LPL Financial LLC now owns 14,877,167 shares of the company’s stock worth $1,962,447,000 after purchasing an additional 91,725 shares in the last quarter. Finally, Goldstone Financial Group LLC acquired a new position in shares of iShares Core S&P U.S. Growth ETF during the 3rd quarter worth approximately $12,079,000.

iShares Core S&P U.S. Growth ETF Trading Up 1.0 %

NASDAQ IUSG opened at $144.07 on Wednesday. The company has a market cap of $21.75 billion, a price-to-earnings ratio of 27.75 and a beta of 1.06. The company has a 50 day moving average of $140.57 and a 200-day moving average of $133.27. iShares Core S&P U.S. Growth ETF has a 1-year low of $106.80 and a 1-year high of $145.11.

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

The business also recently announced a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a dividend of $0.254 per share. This is an increase 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.