Wealthspan Partners LLC Lowers Stock Holdings in iShares Core S&P U.S. Value ETF $IUSV

Wealthspan Partners LLC trimmed its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 11.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,732 shares of the company’s stock after selling 500 shares during the period. Wealthspan Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $353,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in IUSV. Sound Income Strategies LLC purchased a new stake in iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $40,000. Brighton Jones LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 13.2% in the 1st quarter. Brighton Jones LLC now owns 2,967 shares of the company’s stock worth $274,000 after purchasing an additional 346 shares during the period. Mission Wealth Management LP lifted its position in shares of iShares Core S&P U.S. Value ETF by 40.5% in the 1st quarter. Mission Wealth Management LP now owns 6,746 shares of the company’s stock worth $623,000 after purchasing an additional 1,944 shares during the period. MFA Wealth Advisors LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 3.0% in the 1st quarter. MFA Wealth Advisors LLC now owns 142,654 shares of the company’s stock worth $13,166,000 after purchasing an additional 4,155 shares during the period. Finally, Aspiriant LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 8.0% in the 1st quarter. Aspiriant LLC now owns 3,527,185 shares of the company’s stock worth $325,524,000 after purchasing an additional 261,121 shares during the period.

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

Shares of IUSV opened at $99.93 on Thursday. The company has a 50 day moving average price of $98.72 and a 200-day moving average price of $94.14. iShares Core S&P U.S. Value ETF has a fifty-two week low of $80.14 and a fifty-two week high of $101.22. The stock has a market capitalization of $23.08 billion, a PE ratio of 20.41 and a beta of 0.95.

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

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

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