iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Bought by ERTS Wealth Advisors LLC

Posted by Jeanne O'Marion on Jan 22nd, 2025

ERTS Wealth Advisors LLC lifted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 119,327 shares of the company’s stock after acquiring an additional 2,014 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for approximately 2.1% of ERTS Wealth Advisors LLC’s portfolio, making the stock its 14th largest holding. ERTS Wealth Advisors LLC owned about 0.06% of iShares Core S&P U.S. Value ETF worth $11,049,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in IUSV. Sweeney & Michel LLC increased its holdings in shares of iShares Core S&P U.S. Value ETF by 2.6% in the 3rd quarter. Sweeney & Michel LLC now owns 4,946 shares of the company’s stock valued at $481,000 after purchasing an additional 127 shares in the last quarter. SFG Wealth Management LLC. grew its position in iShares Core S&P U.S. Value ETF by 3.2% during the fourth quarter. SFG Wealth Management LLC. now owns 4,337 shares of the company’s stock worth $402,000 after buying an additional 133 shares during the period. Sovereign Financial Group Inc. increased its holdings in iShares Core S&P U.S. Value ETF by 1.0% in the fourth quarter. Sovereign Financial Group Inc. now owns 15,462 shares of the company’s stock valued at $1,432,000 after buying an additional 150 shares in the last quarter. New Century Financial Group LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 6.4% during the 3rd quarter. New Century Financial Group LLC now owns 3,028 shares of the company’s stock valued at $289,000 after acquiring an additional 181 shares during the period. Finally, Glass Jacobson Investment Advisors llc boosted its stake in shares of iShares Core S&P U.S. Value ETF by 37.7% during the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 679 shares of the company’s stock worth $65,000 after acquiring an additional 186 shares in the last quarter.

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

NASDAQ IUSV opened at $95.01 on Wednesday. The business has a 50 day moving average price of $95.45 and a 200 day moving average price of $94.17. The company has a market capitalization of $20.29 billion, a P/E ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1-year low of $83.74 and a 1-year high of $100.29.

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

The company also recently declared a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a dividend of $0.5456 per share. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares Core S&P U.S. Value ETF Company Profile

(Free Report)

The iShares Core S&P U.S. Value ETF (IUSV) is an exchange-traded fund that is based on the S&P 900 Value index. The fund tracks an index of large- and mid-cap value stocks in the US. The index selects from stocks ranked 1-3000 by market-cap based on 3 value factors. IUSV was launched on Jul 24, 2000 and is managed by BlackRock.