Key stats
About iShares Core S&P U.S. Growth ETF
Home page
Inception date
Jul 24, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IUSG is one of the more well-known funds in the US growth space. IUSG's index is a subset of the S&P 900 that uses a screening process based on only three factors, such as sales growth, changes on earnings-to-price ratio, and momentum, to identify firms with growth characteristics. The index is market cap-weighted and rebalanced every quarter. Prior to January 23, 2017, the fund traded as iShares Core Russell U.S. Growth ETF and tracked the Russell 3000 Growth Index.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.85%
Technology Services27.87%
Electronic Technology23.94%
Finance12.06%
Retail Trade9.31%
Health Technology6.18%
Producer Manufacturing3.87%
Consumer Durables3.35%
Commercial Services3.21%
Consumer Services2.94%
Transportation1.40%
Utilities1.22%
Consumer Non-Durables1.19%
Industrial Services1.18%
Process Industries0.52%
Distribution Services0.33%
Non-Energy Minerals0.31%
Health Services0.30%
Energy Minerals0.29%
Communications0.28%
Miscellaneous0.10%
Bonds, Cash & Other0.15%
Cash0.15%
Stock breakdown by region
North America98.68%
Europe1.32%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history