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

Posted by Don Miller on Oct 29th, 2025

Beirne Wealth Consulting Services LLC decreased its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 8.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,552 shares of the company’s stock after selling 826 shares during the quarter. Beirne Wealth Consulting Services LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $809,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the company. LPL Financial LLC grew its stake in iShares Core S&P U.S. Value ETF by 4.4% during the 1st quarter. LPL Financial LLC now owns 14,434,118 shares of the company’s stock worth $1,332,125,000 after buying an additional 612,628 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in iShares Core S&P U.S. Value ETF by 14.2% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,252,441 shares of the company’s stock worth $497,039,000 after buying an additional 653,023 shares during the last quarter. Blue Trust Inc. grew its stake in iShares Core S&P U.S. Value ETF by 1.6% during the 2nd quarter. Blue Trust Inc. now owns 4,856,346 shares of the company’s stock worth $459,556,000 after buying an additional 75,058 shares during the last quarter. Jones Financial Companies Lllp grew its stake in iShares Core S&P U.S. Value ETF by 12.2% during the 1st quarter. Jones Financial Companies Lllp now owns 4,831,365 shares of the company’s stock worth $441,698,000 after buying an additional 524,480 shares during the last quarter. Finally, Signaturefd LLC grew its stake in iShares Core S&P U.S. Value ETF by 0.5% during the 2nd quarter. Signaturefd LLC now owns 4,483,865 shares of the company’s stock worth $424,308,000 after buying an additional 23,385 shares during the last quarter.

iShares Core S&P U.S. Value ETF Stock Down 0.4%

NASDAQ:IUSV opened at $101.88 on Wednesday. The stock’s 50 day moving average price is $99.41 and its 200 day moving average price is $95.13. The company has a market capitalization of $23.63 billion, a PE ratio of 20.41 and a beta of 0.90. iShares Core S&P U.S. Value ETF has a 52-week low of $80.14 and a 52-week high of $102.46.

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

The business also recently declared a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Tuesday, September 16th were issued a dividend of $0.4714 per share. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43. This represents a $1.89 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, September 16th.

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.