Key stats
About iShares Core S&P U.S. Growth ETF
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Inception date
Jul 24, 2000
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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
Stocks100.60%
Technology Services28.04%
Electronic Technology25.90%
Finance9.42%
Retail Trade9.10%
Health Technology5.41%
Consumer Durables4.49%
Commercial Services4.35%
Producer Manufacturing4.00%
Consumer Services2.87%
Utilities1.42%
Transportation1.12%
Industrial Services1.02%
Consumer Non-Durables0.96%
Process Industries0.48%
Distribution Services0.32%
Non-Energy Minerals0.28%
Energy Minerals0.26%
Health Services0.24%
Communications0.21%
Miscellaneous0.09%
Bonds, Cash & Other−0.60%
Cash−0.60%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history