iShares Core S&P U.S. Value ETF $IUSV Shares Purchased by Diversify Wealth Management LLC

Posted by ABMN Staff on Jul 14th, 2026

Diversify Wealth Management LLC boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 193.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 22,613 shares of the company’s stock after purchasing an additional 14,920 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $2,419,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. AQR Capital Management LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 20.7% in the 1st quarter. AQR Capital Management LLC now owns 10,047 shares of the company’s stock worth $927,000 after buying an additional 1,725 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in iShares Core S&P U.S. Value ETF by 50.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 564,215 shares of the company’s stock valued at $52,071,000 after acquiring an additional 189,409 shares in the last quarter. Jane Street Group LLC increased its holdings in iShares Core S&P U.S. Value ETF by 248.0% during the 1st quarter. Jane Street Group LLC now owns 58,043 shares of the company’s stock valued at $5,357,000 after acquiring an additional 41,366 shares in the last quarter. Franklin Resources Inc. raised its position in iShares Core S&P U.S. Value ETF by 26.0% during the second quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock worth $49,000 after acquiring an additional 108 shares during the last quarter. Finally, Diversify Advisory Services LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the second quarter valued at about $1,595,000.

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

IUSV stock opened at $111.87 on Tuesday. The company’s 50 day simple moving average is $109.96 and its 200-day simple moving average is $106.69. iShares Core S&P U.S. Value ETF has a 12 month low of $93.91 and a 12 month high of $112.48. The firm has a market capitalization of $27.03 billion, a PE ratio of 20.41 and a beta of 0.83.

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

The business also recently announced a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a $0.4504 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Monday, June 15th. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.39.

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