Magnolia Capital Advisors LLC decreased its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 20.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,376 shares of the company’s stock after selling 2,134 shares during the quarter. Magnolia Capital Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $775,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently modified their holdings of the business. Valued Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 891.2% during the third quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock valued at $32,000 after purchasing an additional 303 shares during the last quarter. Capital Performance Advisors LLP purchased a new stake in iShares Core S&P U.S. Value ETF in the 3rd quarter worth about $32,000. Mogy Joel R Investment Counsel Inc. lifted its stake in iShares Core S&P U.S. Value ETF by 278.8% in the 4th quarter. Mogy Joel R Investment Counsel Inc. now owns 375 shares of the company’s stock worth $35,000 after acquiring an additional 276 shares in the last quarter. Global Wealth Strategies & Associates lifted its stake in iShares Core S&P U.S. Value ETF by 293.6% in the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock worth $40,000 after acquiring an additional 320 shares in the last quarter. Finally, Hoese & Co LLP purchased a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $41,000.
iShares Core S&P U.S. Value ETF Price Performance
Shares of IUSV stock opened at $95.35 on Monday. iShares Core S&P U.S. Value ETF has a fifty-two week low of $83.74 and a fifty-two week high of $100.29. The stock’s 50-day moving average is $95.15 and its two-hundred day moving average is $94.50. The firm has a market cap of $20.10 billion, a P/E ratio of 22.96 and a beta of 0.95.
iShares Core S&P U.S. Value ETF Cuts Dividend
iShares Core S&P U.S. Value ETF Profile
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.
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