Valpey Financial Services LLC Has $592.04 Million Stock Holdings in iShares Core S&P U.S. Growth ETF $IUSG

Posted by Shane Hupp on May 29th, 2026

Valpey Financial Services LLC boosted its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 16,640.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,525,312 shares of the company’s stock after buying an additional 3,504,253 shares during the period. iShares Core S&P U.S. Growth ETF makes up about 3.2% of Valpey Financial Services LLC’s portfolio, making the stock its 6th biggest holding. Valpey Financial Services LLC owned about 2.17% of iShares Core S&P U.S. Growth ETF worth $592,041,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of IUSG. Brighton Jones LLC lifted its position in iShares Core S&P U.S. Growth ETF by 1.7% during the fourth quarter. Brighton Jones LLC now owns 12,213 shares of the company’s stock valued at $1,702,000 after purchasing an additional 199 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 35.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 110,110 shares of the company’s stock valued at $13,993,000 after purchasing an additional 28,807 shares during the last quarter. Marshall Wace LLP bought a new stake in shares of iShares Core S&P U.S. Growth ETF in the 2nd quarter valued at approximately $1,994,000. NewEdge Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 4.4% in the 2nd quarter. NewEdge Advisors LLC now owns 44,097 shares of the company’s stock valued at $6,632,000 after purchasing an additional 1,842 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its stake in shares of iShares Core S&P U.S. Growth ETF by 1.3% in the 2nd quarter. Alliancebernstein L.P. now owns 237,423 shares of the company’s stock valued at $35,708,000 after purchasing an additional 3,047 shares during the last quarter.

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

NASDAQ:IUSG opened at $190.59 on Friday. The firm has a market capitalization of $32.29 billion, a price-to-earnings ratio of 32.52 and a beta of 1.16. iShares Core S&P U.S. Growth ETF has a 1 year low of $140.08 and a 1 year high of $190.87. The business has a 50 day simple moving average of $172.75 and a 200-day simple moving average of $168.85.

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

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were paid a dividend of $0.1752 per share. This represents a $0.70 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Tuesday, March 17th.

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

(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.