Robinson Smith Wealth Advisors LLC Reduces Stock Position in iShares Core S&P U.S. Value ETF $IUSV

Robinson Smith Wealth Advisors LLC lessened its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 21.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,765 shares of the company’s stock after selling 22,452 shares during the quarter. iShares Core S&P U.S. Value ETF makes up about 5.7% of Robinson Smith Wealth Advisors LLC’s holdings, making the stock its 3rd largest position. Robinson Smith Wealth Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $8,282,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Coldstream Capital Management Inc. lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 12.6% in the fourth quarter. Coldstream Capital Management Inc. now owns 10,744 shares of the company’s stock valued at $1,102,000 after purchasing an additional 1,204 shares in the last quarter. Pathfinder Wealth Consulting Inc. bought a new position in shares of iShares Core S&P U.S. Value ETF in the fourth quarter valued at approximately $3,387,000. EverSource Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 122.4% in the fourth quarter. EverSource Wealth Advisors LLC now owns 2,151 shares of the company’s stock valued at $221,000 after purchasing an additional 1,184 shares in the last quarter. Prospect Financial Services LLC bought a new position in shares of iShares Core S&P U.S. Value ETF in the fourth quarter valued at approximately $269,000. Finally, FourThought Financial Partners LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 9.7% in the fourth quarter. FourThought Financial Partners LLC now owns 4,690 shares of the company’s stock valued at $481,000 after purchasing an additional 416 shares in the last quarter.

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

IUSV stock opened at $110.35 on Monday. iShares Core S&P U.S. Value ETF has a twelve month low of $89.90 and a twelve month high of $110.54. The stock’s 50 day moving average is $105.39 and its 200-day moving average is $104.50. The firm has a market capitalization of $26.12 billion, a PE ratio of 20.41 and a beta of 0.83.

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. Stockholders of record on Tuesday, March 17th were issued a $0.3925 dividend. This represents a $1.57 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date was Tuesday, March 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.