Waldron Private Wealth LLC Sells 21,490 Shares of iShares Core S&P U.S. Value ETF $IUSV

Posted by Amy Steele on Jan 21st, 2026

Waldron Private Wealth LLC lowered its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 8.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 242,418 shares of the company’s stock after selling 21,490 shares during the period. iShares Core S&P U.S. Value ETF makes up 1.0% of Waldron Private Wealth LLC’s portfolio, making the stock its 23rd largest holding. Waldron Private Wealth LLC owned 0.10% of iShares Core S&P U.S. Value ETF worth $24,230,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the stock. McAdam LLC grew its position in shares of iShares Core S&P U.S. Value ETF by 56.2% in the third quarter. McAdam LLC now owns 3,357 shares of the company’s stock valued at $336,000 after purchasing an additional 1,208 shares during the last quarter. Arkadios Wealth Advisors grew its holdings in iShares Core S&P U.S. Value ETF by 4.6% in the 3rd quarter. Arkadios Wealth Advisors now owns 4,084 shares of the company’s stock valued at $408,000 after buying an additional 181 shares in the last quarter. Inspire Advisors LLC increased its position in iShares Core S&P U.S. Value ETF by 39.1% during the 3rd quarter. Inspire Advisors LLC now owns 3,712 shares of the company’s stock worth $371,000 after buying an additional 1,043 shares during the period. Intrua Financial LLC bought a new position in iShares Core S&P U.S. Value ETF during the 3rd quarter worth $340,000. Finally, Rovin Capital UT ADV acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the third quarter worth $2,955,000.

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

IUSV stock opened at $103.57 on Wednesday. iShares Core S&P U.S. Value ETF has a 52 week low of $80.14 and a 52 week high of $105.83. The company has a market capitalization of $23.92 billion, a PE ratio of 20.41 and a beta of 0.90. The company’s 50-day simple moving average is $102.82 and its 200 day simple moving average is $99.99.

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

The firm also recently declared a quarterly dividend, which was paid on Friday, December 19th. Stockholders of record on Tuesday, December 16th were given a $0.5515 dividend. The ex-dividend date was Tuesday, December 16th. This is a positive change from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.47. This represents a $2.21 dividend on an annualized basis and a dividend yield of 2.1%.

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.