ForthRight Wealth Management LLC Decreases Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

ForthRight Wealth Management LLC cut its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) by 2.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 173,367 shares of the company’s stock after selling 4,147 shares during the period. iShares Core S&P U.S. Growth ETF comprises approximately 8.1% of ForthRight Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. ForthRight Wealth Management LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $24,159,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. 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. Foundations Investment Advisors LLC bought a new position in iShares Core S&P U.S. Growth ETF in the third quarter valued at about $278,000. JPMorgan Chase & Co. boosted its stake in shares of iShares Core S&P U.S. Growth ETF by 6.1% during the third quarter. JPMorgan Chase & Co. now owns 1,339,301 shares of the company’s stock valued at $176,667,000 after purchasing an additional 76,917 shares in the last quarter. Orion Portfolio Solutions LLC grew its holdings in shares of iShares Core S&P U.S. Growth ETF by 5.0% during the third 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 during the last quarter. Finally, Prospera Financial Services Inc increased its stake in shares of iShares Core S&P U.S. Growth ETF by 1.6% in the third quarter. Prospera Financial Services Inc now owns 15,187 shares of the company’s stock valued at $2,006,000 after buying an additional 239 shares during the period.

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

NASDAQ:IUSG 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 company has a market cap of $21.75 billion, a PE ratio of 27.75 and a beta of 1.06. The firm’s 50 day simple moving average is $140.57 and its 200 day simple moving average is $133.27.

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

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

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