ForthRight Wealth Management LLC Has $27.34 Million Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

ForthRight Wealth Management LLC lessened its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 4.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 310,249 shares of the company’s stock after selling 14,912 shares during the period. iShares Core S&P U.S. Value ETF comprises approximately 9.8% of ForthRight Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. ForthRight Wealth Management LLC owned 0.16% of iShares Core S&P U.S. Value ETF worth $27,342,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Canandaigua National Bank & Trust Co. bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 2nd quarter valued at about $57,066,000. Corient Private Wealth LLC raised its stake in iShares Core S&P U.S. Value ETF by 675.1% in the fourth quarter. Corient Private Wealth LLC now owns 699,481 shares of the company’s stock valued at $58,987,000 after buying an additional 609,238 shares during the period. Jones Financial Companies Lllp lifted its position in shares of iShares Core S&P U.S. Value ETF by 14.5% in the fourth quarter. Jones Financial Companies Lllp now owns 2,730,186 shares of the company’s stock valued at $230,237,000 after buying an additional 345,707 shares during the last quarter. Aspiriant LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 13.5% in the first quarter. Aspiriant LLC now owns 2,755,107 shares of the company’s stock valued at $249,174,000 after buying an additional 328,238 shares during the last quarter. Finally, Cetera Investment Advisers boosted its stake in shares of iShares Core S&P U.S. Value ETF by 218.9% during the 1st quarter. Cetera Investment Advisers now owns 429,104 shares of the company’s stock worth $38,808,000 after acquiring an additional 294,530 shares during the period.

iShares Core S&P U.S. Value ETF Stock Up 0.0 %

Shares of IUSV stock traded up $0.04 during trading on Friday, reaching $89.89. 369,325 shares of the company’s stock were exchanged, compared to its average volume of 558,098. The firm’s fifty day moving average price is $89.24 and its 200-day moving average price is $88.07. iShares Core S&P U.S. Value ETF has a twelve month low of $71.27 and a twelve month high of $93.08. The stock has a market capitalization of $17.89 billion, a PE ratio of 22.96 and a beta of 0.95.

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

The business also recently announced a quarterly dividend, which was paid on Monday, June 17th. Stockholders of record on Tuesday, June 11th were paid a dividend of $0.4205 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.87%. The ex-dividend date was Tuesday, June 11th.

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

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.