iShares Core S&P U.S. Value ETF $IUSV Stock Position Lifted by Birchcreek Wealth Management LLC

Birchcreek Wealth Management LLC increased its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 18.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 199,277 shares of the company’s stock after acquiring an additional 30,931 shares during the period. iShares Core S&P U.S. Value ETF comprises about 10.0% of Birchcreek Wealth Management LLC’s holdings, making the stock its 2nd largest holding. Birchcreek Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $20,434,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. MFA Wealth Services increased its stake in iShares Core S&P U.S. Value ETF by 0.4% in the 4th quarter. MFA Wealth Services now owns 23,848 shares of the company’s stock worth $2,445,000 after purchasing an additional 98 shares during the period. Helen Stephens Group LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 3.9% during the third quarter. Helen Stephens Group LLC now owns 2,717 shares of the company’s stock valued at $272,000 after purchasing an additional 103 shares during the period. Octavia Wealth Advisors LLC grew its holdings in shares of iShares Core S&P U.S. Value ETF by 3.8% in the third quarter. Octavia Wealth Advisors LLC now owns 2,855 shares of the company’s stock worth $285,000 after purchasing an additional 104 shares during the last quarter. Franklin Resources Inc. grew its holdings in shares of iShares Core S&P U.S. Value ETF by 26.0% in the second quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock worth $49,000 after purchasing an additional 108 shares during the last quarter. Finally, Sterling Wealth Management Inc. increased its stake in shares of iShares Core S&P U.S. Value ETF by 0.4% in the third quarter. Sterling Wealth Management Inc. now owns 26,836 shares of the company’s stock worth $2,682,000 after buying an additional 108 shares during the period.

iShares Core S&P U.S. Value ETF Stock Up 0.2%

NASDAQ:IUSV opened at $102.57 on Friday. The company has a fifty day moving average of $104.87 and a 200 day moving average of $102.78. iShares Core S&P U.S. Value ETF has a 52 week low of $80.14 and a 52 week high of $108.20. The firm has a market capitalization of $24.14 billion, a P/E ratio of 20.41 and a beta of 0.90.

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

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were given a $0.3925 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $1.57 dividend on an annualized basis and a dividend yield of 1.5%.

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.