Amplius Wealth Advisors LLC Trims Stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Amplius Wealth Advisors LLC cut its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 120,044 shares of the company’s stock after selling 1,775 shares during the period. iShares Core S&P U.S. Value ETF accounts for 1.1% of Amplius Wealth Advisors LLC’s portfolio, making the stock its 27th largest holding. Amplius Wealth Advisors LLC owned 0.06% of iShares Core S&P U.S. Value ETF worth $11,115,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Valued Wealth Advisors LLC increased its holdings in iShares Core S&P U.S. Value ETF by 891.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 337 shares of the company’s stock worth $32,000 after acquiring an additional 303 shares in the last quarter. Capital Performance Advisors LLP purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the third quarter worth $32,000. Clarity Asset Management Inc. bought a new stake in shares of iShares Core S&P U.S. Value ETF during the 2nd quarter valued at $35,000. Global Wealth Strategies & Associates lifted its stake in shares of iShares Core S&P U.S. Value ETF by 293.6% during the 4th quarter. Global Wealth Strategies & Associates now owns 429 shares of the company’s stock valued at $40,000 after buying an additional 320 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. boosted its holdings in iShares Core S&P U.S. Value ETF by 133.0% in the 2nd quarter. Newbridge Financial Services Group Inc. now owns 522 shares of the company’s stock worth $46,000 after buying an additional 298 shares during the period.

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

Shares of IUSV stock opened at $94.30 on Tuesday. The stock has a fifty day simple moving average of $95.51 and a two-hundred day simple moving average of $94.12. The firm has a market capitalization of $20.21 billion, a PE ratio of 22.96 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 52-week low of $82.41 and a 52-week high of $100.29.

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

The firm also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a $0.5456 dividend. The ex-dividend date was Tuesday, December 17th.

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

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.