Concurrent Investment Advisors LLC Has $22.64 Million Stake in iShares Core S&P U.S. Growth ETF $IUSG

Posted by Brian Himes on Sep 4th, 2026

Concurrent Investment Advisors LLC boosted its position in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 2.8% during the 2nd quarter, HoldingsChannel reports. The firm owned 120,374 shares of the company’s stock after buying an additional 3,308 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $22,641,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Tennessee Valley Asset Management Partners grew its holdings in shares of iShares Core S&P U.S. Growth ETF by 2.8% during the fourth quarter. Tennessee Valley Asset Management Partners now owns 353,247 shares of the company’s stock valued at $59,324,000 after buying an additional 9,738 shares in the last quarter. Wealthquest Corp purchased a new stake in iShares Core S&P U.S. Growth ETF in the 4th quarter worth about $694,000. Foundry Financial Group Inc. boosted its position in iShares Core S&P U.S. Growth ETF by 9.9% during the 1st quarter. Foundry Financial Group Inc. now owns 75,786 shares of the company’s stock worth $11,755,000 after acquiring an additional 6,817 shares during the period. Founders Financial Securities LLC boosted its position in iShares Core S&P U.S. Growth ETF by 8.3% during the 1st quarter. Founders Financial Securities LLC now owns 119,557 shares of the company’s stock worth $19,686,000 after acquiring an additional 9,136 shares during the period. Finally, NewEdge Wealth LLC grew its stake in iShares Core S&P U.S. Growth ETF by 53.0% during the 4th quarter. NewEdge Wealth LLC now owns 15,203 shares of the company’s stock valued at $2,553,000 after acquiring an additional 5,267 shares in the last quarter.

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

NASDAQ IUSG opened at $192.15 on Friday. The company has a 50 day simple moving average of $188.21 and a 200-day simple moving average of $178.80. The firm has a market capitalization of $33.32 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 52-week low of $148.39 and a 52-week high of $195.64.

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

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

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.