Creative Financial Designs Inc. ADV Boosts Stock Holdings in iShares Core S&P U.S. Value ETF $IUSV

Posted by Lauren Steadman on Oct 31st, 2025

Creative Financial Designs Inc. ADV boosted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 17.4% during the 2nd quarter, HoldingsChannel reports. The fund owned 251,187 shares of the company’s stock after acquiring an additional 37,284 shares during the quarter. iShares Core S&P U.S. Value ETF comprises 1.7% of Creative Financial Designs Inc. ADV’s investment portfolio, making the stock its 10th largest position. Creative Financial Designs Inc. ADV’s holdings in iShares Core S&P U.S. Value ETF were worth $23,770,000 as of its most recent filing with the Securities and Exchange Commission.

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

iShares Core S&P U.S. Value ETF Stock Down 0.5%

NASDAQ IUSV opened at $100.71 on Friday. iShares Core S&P U.S. Value ETF has a 12-month low of $80.14 and a 12-month high of $102.46. The company has a market capitalization of $23.40 billion, a PE ratio of 20.41 and a beta of 0.90. The firm’s 50 day moving average is $99.55 and its 200-day moving average is $95.27.

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

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

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