RFG Bristol Wealth Advisors LLC Cuts Position in iShares Core S&P U.S. Growth ETF $IUSG

Posted by Nicole Kennedy on Jul 16th, 2026

RFG Bristol Wealth Advisors LLC lessened its position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 49.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,544 shares of the company’s stock after selling 12,492 shares during the quarter. RFG Bristol Wealth Advisors LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $1,946,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in IUSG. Imprint Wealth LLC bought a new stake in iShares Core S&P U.S. Growth ETF in the 3rd quarter worth approximately $25,000. Financial Life Planners bought a new position in iShares Core S&P U.S. Growth ETF during the first quarter valued at approximately $26,000. Realta Investment Advisors grew its position in iShares Core S&P U.S. Growth ETF by 627.3% during the fourth quarter. Realta Investment Advisors now owns 160 shares of the company’s stock valued at $27,000 after acquiring an additional 138 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of iShares Core S&P U.S. Growth ETF during the fourth quarter worth approximately $34,000. Finally, Darwin Wealth Management LLC purchased a new position in shares of iShares Core S&P U.S. Growth ETF during the first quarter worth approximately $34,000.

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

Shares of IUSG opened at $189.38 on Thursday. 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 firm has a market cap of $32.41 billion, a price-to-earnings ratio of 32.52 and a beta of 1.16. The firm has a 50 day moving average price of $186.86 and a 200-day moving average price of $173.61.

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

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors 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 boost 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.