Able Wealth Management LLC Has $4.92 Million Stock Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Posted by Nicole Kennedy on Nov 9th, 2024

Able Wealth Management LLC raised its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 0.3% in the third quarter, HoldingsChannel.com reports. The firm owned 37,284 shares of the company’s stock after purchasing an additional 119 shares during the quarter. iShares Core S&P U.S. Growth ETF accounts for approximately 3.7% of Able Wealth Management LLC’s portfolio, making the stock its 7th biggest holding. Able Wealth Management LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $4,918,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IUSG. Foundations Investment Advisors LLC acquired a new position in shares of iShares Core S&P U.S. Growth ETF in the 3rd quarter valued at about $278,000. Inspire Advisors LLC bought a new stake in iShares Core S&P U.S. Growth ETF in the second quarter valued at $349,000. Crestwood Advisors Group LLC raised its holdings in shares of iShares Core S&P U.S. Growth ETF by 5.1% during the second quarter. Crestwood Advisors Group LLC now owns 6,354 shares of the company’s stock valued at $810,000 after purchasing an additional 311 shares during the period. Oppenheimer & Co. Inc. grew its stake in shares of iShares Core S&P U.S. Growth ETF by 0.9% in the 1st quarter. Oppenheimer & Co. Inc. now owns 10,059 shares of the company’s stock valued at $1,179,000 after buying an additional 92 shares during the period. Finally, Simplicity Wealth LLC raised its stake in iShares Core S&P U.S. Growth ETF by 127.0% during the 2nd quarter. Simplicity Wealth LLC now owns 4,233 shares of the company’s stock worth $540,000 after buying an additional 2,368 shares during the period.

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

Shares of NASDAQ:IUSG opened at $139.34 on Friday. The firm has a market cap of $20.78 billion, a P/E ratio of 27.75 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a 52-week low of $95.98 and a 52-week high of $139.54. The business’s 50 day simple moving average is $131.16 and its two-hundred day simple moving average is $126.33.

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

The business also recently declared a dividend, which was paid on Monday, September 30th. Shareholders of record on Wednesday, September 25th were paid a dividend of $0.2513 per share. The ex-dividend date of this dividend was Wednesday, September 25th.

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.