iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Position Lessened by Mascoma Wealth Management LLC

Posted by Matthew Tipps on Mar 13th, 2025

Mascoma Wealth Management LLC trimmed its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 175,369 shares of the company’s stock after selling 6,837 shares during the quarter. iShares Core S&P U.S. Growth ETF accounts for about 6.1% of Mascoma Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Mascoma Wealth Management LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $24,438,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Avantax Advisory Services Inc. increased its position in shares of iShares Core S&P U.S. Growth ETF by 1.1% during the fourth quarter. Avantax Advisory Services Inc. now owns 200,126 shares of the company’s stock worth $27,887,000 after acquiring an additional 2,243 shares during the last quarter. Parkworth Wealth Management Inc. bought a new stake in iShares Core S&P U.S. Growth ETF in the fourth quarter valued at about $660,000. Sequoia Financial Advisors LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 2.0% in the fourth quarter. Sequoia Financial Advisors LLC now owns 15,775 shares of the company’s stock valued at $2,198,000 after buying an additional 311 shares during the last quarter. PFG Advisors increased its holdings in iShares Core S&P U.S. Growth ETF by 1.6% in the fourth quarter. PFG Advisors now owns 15,530 shares of the company’s stock valued at $2,164,000 after buying an additional 244 shares during the last quarter. Finally, HighTower Advisors LLC increased its holdings in iShares Core S&P U.S. Growth ETF by 3.3% in the fourth quarter. HighTower Advisors LLC now owns 580,196 shares of the company’s stock valued at $80,850,000 after buying an additional 18,270 shares during the last quarter.

iShares Core S&P U.S. Growth ETF Stock Up 1.6 %

Shares of iShares Core S&P U.S. Growth ETF stock opened at $129.20 on Thursday. The firm has a market cap of $19.48 billion, a P/E ratio of 29.39 and a beta of 1.06. iShares Core S&P U.S. Growth ETF has a fifty-two week low of $109.63 and a fifty-two week high of $146.99. The business has a 50-day moving average price of $140.97 and a 200 day moving average price of $136.91.

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

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued 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 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.