iShares Core S&P U.S. Value ETF $IUSV Shares Sold by Kestra Private Wealth Services LLC

Posted by Scott Moore on Jun 25th, 2026

Kestra Private Wealth Services LLC reduced its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 16.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 286,084 shares of the company’s stock after selling 54,785 shares during the period. Kestra Private Wealth Services LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $29,252,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Motco acquired a new position in shares of iShares Core S&P U.S. Value ETF during the 4th quarter worth approximately $29,000. Ransom Advisory Ltd acquired a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter valued at $31,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter valued at $35,000. Motiv8 Investments LLC purchased a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter worth $35,000. Finally, Garton & Associates Financial Advisors LLC purchased a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter worth $37,000.

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

NASDAQ:IUSV opened at $109.76 on Thursday. The company has a fifty day moving average of $108.85 and a two-hundred day moving average of $105.94. The stock has a market capitalization of $25.98 billion, a PE 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 $93.07 and a fifty-two week high of $111.50.

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

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

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.