iShares Core S&P U.S. Growth ETF $IUSG is Petix & Botte Co’s 4th Largest Position

Posted by Jessica Moore on Jul 11th, 2026

Petix & Botte Co trimmed its stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 5.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 121,619 shares of the company’s stock after selling 7,350 shares during the period. iShares Core S&P U.S. Growth ETF accounts for 4.2% of Petix & Botte Co’s holdings, making the stock its 4th biggest position. Petix & Botte Co’s holdings in iShares Core S&P U.S. Growth ETF were worth $18,864,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Valpey Financial Services LLC increased its stake in shares of iShares Core S&P U.S. Growth ETF by 16,640.2% during the fourth quarter. Valpey Financial Services LLC now owns 3,525,312 shares of the company’s stock worth $592,041,000 after purchasing an additional 3,504,253 shares in the last quarter. Bank of America Corp DE lifted its stake in iShares Core S&P U.S. Growth ETF by 4.4% in the 4th quarter. Bank of America Corp DE now owns 43,507,215 shares of the company’s stock valued at $7,306,602,000 after buying an additional 1,853,499 shares in the last quarter. SHP Wealth Management acquired a new stake in iShares Core S&P U.S. Growth ETF in the 4th quarter worth about $78,328,000. Kestra Investment Management LLC boosted its holdings in iShares Core S&P U.S. Growth ETF by 40.5% in the 4th quarter. Kestra Investment Management LLC now owns 1,131,808 shares of the company’s stock worth $190,076,000 after buying an additional 326,483 shares during the last quarter. Finally, Bleakley Financial Group LLC increased its stake in iShares Core S&P U.S. Growth ETF by 2,061.6% during the 4th quarter. Bleakley Financial Group LLC now owns 228,719 shares of the company’s stock worth $38,411,000 after buying an additional 218,138 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Stock Up 0.6%

Shares of iShares Core S&P U.S. Growth ETF stock traded up $1.08 during mid-day trading on Friday, reaching $189.39. 362,989 shares of the stock traded hands, compared to its average volume of 789,404. The business has a 50-day moving average of $186.40 and a 200 day moving average of $173.20. iShares Core S&P U.S. Growth ETF has a fifty-two week low of $148.39 and a fifty-two week high of $193.85. The stock has a market capitalization of $32.44 billion, a PE ratio of 32.52 and a beta of 1.16.

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

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a $0.2356 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.94 annualized dividend and a yield of 0.5%. This is an increase from iShares Core S&P U.S. Growth ETF’s previous quarterly dividend of $0.18.

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.