Global Retirement Partners LLC Decreases Holdings in iShares Core S&P U.S. Value ETF $IUSV

Posted by Renee Jackson on May 22nd, 2026

Global Retirement Partners LLC cut its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 13.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 54,459 shares of the company’s stock after selling 8,205 shares during the quarter. Global Retirement Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $5,584,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Motco purchased a new stake in shares of iShares Core S&P U.S. Value ETF during the 4th quarter valued at $29,000. Ransom Advisory Ltd purchased a new stake in shares of iShares Core S&P U.S. Value ETF during the 4th quarter valued at $31,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of iShares Core S&P U.S. Value ETF during the 4th quarter valued at $35,000. Headlands Technologies LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 520.3% during the 2nd quarter. Headlands Technologies LLC now owns 428 shares of the company’s stock valued at $41,000 after purchasing an additional 359 shares during the last quarter. Finally, American Wealth Advisors LLC bought a new position in shares of iShares Core S&P U.S. Value ETF during the 3rd quarter worth $47,000.

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

IUSV stock opened at $109.39 on Friday. The company has a market capitalization of $25.89 billion, a price-to-earnings ratio of 20.41 and a beta of 0.83. iShares Core S&P U.S. Value ETF has a fifty-two week low of $89.90 and a fifty-two week high of $109.49. The stock has a fifty day moving average of $105.26 and a 200-day moving average of $104.43.

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

The company also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were paid a dividend of $0.3925 per share. The ex-dividend date was Tuesday, March 17th. This represents a $1.57 annualized dividend and a dividend yield of 1.4%.

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