iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Shares Sold by Phoenix Wealth Advisors

Phoenix Wealth Advisors trimmed its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) by 10.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 50,523 shares of the company’s stock after selling 5,908 shares during the period. iShares Core S&P U.S. Growth ETF accounts for about 3.1% of Phoenix Wealth Advisors’ investment portfolio, making the stock its 7th largest position. Phoenix Wealth Advisors’ holdings in iShares Core S&P U.S. Growth ETF were worth $7,040,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Mogy Joel R Investment Counsel Inc. increased its position in iShares Core S&P U.S. Growth ETF by 316.7% during the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 250 shares of the company’s stock worth $35,000 after purchasing an additional 190 shares in the last quarter. Ballentine Partners LLC acquired a new stake in shares of iShares Core S&P U.S. Growth ETF during the 4th quarter worth about $1,206,000. Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in shares of iShares Core S&P U.S. Growth ETF by 2.7% during the fourth quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 4,995 shares of the company’s stock worth $696,000 after buying an additional 130 shares in the last quarter. Hoese & Co LLP acquired a new position in shares of iShares Core S&P U.S. Growth ETF in the fourth quarter valued at approximately $46,000. Finally, Amplius Wealth Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 1.1% during the fourth quarter. Amplius Wealth Advisors LLC now owns 119,827 shares of the company’s stock valued at $16,696,000 after buying an additional 1,259 shares during the period.

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

IUSG stock opened at $144.07 on Wednesday. iShares Core S&P U.S. Growth ETF has a one year low of $106.80 and a one year high of $145.11. The stock has a market capitalization of $21.75 billion, a P/E ratio of 27.75 and a beta of 1.06. The company has a 50 day moving average price of $140.57 and a two-hundred day moving average price of $133.27.

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

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

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.