Catalyst Private Wealth LLC Grows Stock Holdings in iShares Core S&P U.S. Value ETF $IUSV

Posted by Renee Jackson on Sep 17th, 2025

Catalyst Private Wealth LLC boosted its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 46.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,878 shares of the company’s stock after purchasing an additional 9,808 shares during the quarter. iShares Core S&P U.S. Value ETF comprises about 1.3% of Catalyst Private Wealth LLC’s investment portfolio, making the stock its 17th largest position. Catalyst Private Wealth LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $2,922,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Veracity Capital LLC raised its stake in iShares Core S&P U.S. Value ETF by 5.9% during the second quarter. Veracity Capital LLC now owns 374,243 shares of the company’s stock valued at $35,415,000 after purchasing an additional 20,929 shares in the last quarter. High Probability Advisors LLC raised its stake in iShares Core S&P U.S. Value ETF by 8.2% during the second quarter. High Probability Advisors LLC now owns 160,617 shares of the company’s stock valued at $15,199,000 after purchasing an additional 12,126 shares in the last quarter. Canandaigua National Trust Co of Florida raised its stake in iShares Core S&P U.S. Value ETF by 15.6% during the second quarter. Canandaigua National Trust Co of Florida now owns 68,178 shares of the company’s stock valued at $6,452,000 after purchasing an additional 9,213 shares in the last quarter. Canandaigua National Bank & Trust Co. raised its stake in iShares Core S&P U.S. Value ETF by 2.3% during the second quarter. Canandaigua National Bank & Trust Co. now owns 818,997 shares of the company’s stock valued at $77,502,000 after purchasing an additional 18,330 shares in the last quarter. Finally, RDA Financial Network raised its stake in shares of iShares Core S&P U.S. Value ETF by 2.7% in the second quarter. RDA Financial Network now owns 36,587 shares of the company’s stock valued at $3,462,000 after acquiring an additional 972 shares during the period.

iShares Core S&P U.S. Value ETF Trading Down 0.5%

Shares of IUSV opened at $98.36 on Wednesday. iShares Core S&P U.S. Value ETF has a twelve month low of $80.14 and a twelve month high of $100.29. The company has a market cap of $21.72 billion, a P/E ratio of 20.41 and a beta of 0.95. The company’s fifty day simple moving average is $97.15 and its 200-day simple moving average is $93.11.

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

The business also recently declared a quarterly dividend, which will be paid on Friday, September 19th. Stockholders of record on Tuesday, September 16th will be issued a $0.4714 dividend. The ex-dividend date is Tuesday, September 16th. This is a boost from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43. This represents a $1.89 dividend on an annualized basis and a dividend yield of 1.9%.

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

(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.