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

Posted by Lindsey Winhoffer on May 29th, 2026

Valpey Financial Services LLC grew its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 16,640.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,525,312 shares of the company’s stock after purchasing an additional 3,504,253 shares during the quarter. iShares Core S&P U.S. Growth ETF makes up 3.2% of Valpey Financial Services LLC’s portfolio, making the stock its 6th biggest position. Valpey Financial Services LLC’s holdings in iShares Core S&P U.S. Growth ETF were worth $592,041,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Envestnet Asset Management Inc. raised its position in shares of iShares Core S&P U.S. Growth ETF by 9.8% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,250,952 shares of the company’s stock worth $370,372,000 after acquiring an additional 200,984 shares in the last quarter. Merit Financial Group LLC raised its position in shares of iShares Core S&P U.S. Growth ETF by 15.2% in the 4th quarter. Merit Financial Group LLC now owns 1,626,452 shares of the company’s stock worth $273,146,000 after acquiring an additional 214,255 shares in the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares Core S&P U.S. Growth ETF by 6.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,606,944 shares of the company’s stock worth $264,407,000 after acquiring an additional 97,183 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of iShares Core S&P U.S. Growth ETF by 5.9% during the 2nd quarter. Raymond James Financial Inc. now owns 1,315,986 shares of the company’s stock worth $197,924,000 after acquiring an additional 73,036 shares in the last quarter. Finally, Kestra Investment Management LLC raised its stake in shares of iShares Core S&P U.S. Growth ETF by 40.5% during the 4th quarter. Kestra Investment Management LLC now owns 1,131,808 shares of the company’s stock worth $190,076,000 after acquiring an additional 326,483 shares in the last quarter.

iShares Core S&P U.S. Growth ETF Stock Up 0.9%

Shares of IUSG opened at $190.59 on Friday. The company has a market cap 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 twelve month low of $140.08 and a twelve month high of $190.87. The company has a 50 day moving average of $172.75 and a two-hundred day moving average of $168.85.

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

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

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