Weil Company Inc. Has $8.30 Million Stock Position in iShares Core S&P U.S. Value ETF $IUSV

Weil Company Inc. lifted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 37.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 80,935 shares of the company’s stock after purchasing an additional 22,196 shares during the period. iShares Core S&P U.S. Value ETF accounts for about 1.9% of Weil Company Inc.’s investment portfolio, making the stock its 16th biggest holding. Weil Company Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $8,299,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of IUSV. Wealthcare Advisory Partners LLC increased its position in iShares Core S&P U.S. Value ETF by 5.7% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 2,677 shares of the company’s stock worth $275,000 after buying an additional 145 shares during the last quarter. Pallas Capital Advisors LLC bought a new position in iShares Core S&P U.S. Value ETF during the fourth quarter valued at about $232,000. Hilltop Wealth Advisors LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 5.7% in the fourth quarter. Hilltop Wealth Advisors LLC now owns 42,862 shares of the company’s stock worth $4,395,000 after buying an additional 2,311 shares during the last quarter. Legacy Solutions LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 1.6% in the fourth quarter. Legacy Solutions LLC now owns 74,831 shares of the company’s stock worth $7,673,000 after buying an additional 1,152 shares during the last quarter. Finally, SeaCrest Wealth Management LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 3.0% during the 4th quarter. SeaCrest Wealth Management LLC now owns 4,772 shares of the company’s stock worth $495,000 after acquiring an additional 139 shares in the last quarter.

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

Shares of NASDAQ IUSV opened at $100.41 on Friday. The firm has a market cap of $23.17 billion, a price-to-earnings ratio of 20.41 and a beta of 0.90. The business’s 50-day simple moving average is $105.10 and its 200-day simple moving average is $102.72. iShares Core S&P U.S. Value ETF has a 52 week low of $80.14 and a 52 week high of $108.20.

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

The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were given a dividend of $0.3925 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.57 dividend on an annualized basis and a yield of 1.6%.

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.