Heritage Wealth Management Inc. CA Makes New $1.36 Million Investment in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Heritage Wealth Management Inc. CA purchased a new stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 9,735 shares of the company’s stock, valued at approximately $1,357,000. iShares Core S&P U.S. Growth ETF comprises approximately 1.0% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 26th largest holding.

Other institutional investors also recently modified their holdings of the company. Cerity Partners LLC boosted its position in iShares Core S&P U.S. Growth ETF by 124.9% in the third quarter. Cerity Partners LLC now owns 9,014 shares of the company’s stock valued at $1,189,000 after buying an additional 5,006 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of iShares Core S&P U.S. Growth ETF by 6.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,339,301 shares of the company’s stock valued at $176,667,000 after acquiring an additional 76,917 shares in the last quarter. Allspring Global Investments Holdings LLC grew its position in iShares Core S&P U.S. Growth ETF by 83.6% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 9,164 shares of the company’s stock worth $1,280,000 after acquiring an additional 4,172 shares during the last quarter. Empowered Funds LLC acquired a new position in iShares Core S&P U.S. Growth ETF in the 4th quarter worth about $83,000. Finally, Orion Portfolio Solutions LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 5.0% in the 3rd quarter. Orion Portfolio Solutions LLC now owns 10,711 shares of the company’s stock worth $1,413,000 after purchasing an additional 513 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Trading Up 2.3 %

Shares of IUSG stock opened at $133.19 on Tuesday. The firm has a market capitalization of $20.32 billion, a price-to-earnings ratio of 29.58 and a beta of 1.09. The business’s 50-day moving average price is $139.09 and its 200-day moving average price is $137.10. iShares Core S&P U.S. Growth ETF has a 12 month low of $109.63 and a 12 month high of $146.99.

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

The firm also recently announced a dividend, which was paid on Friday, March 21st. Investors of record on Tuesday, March 18th were given a dividend of $0.1767 per share. The ex-dividend date of this dividend was Tuesday, March 18th.

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

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.