Allworth Financial LP Cuts Stake in iShares Core S&P U.S. Value ETF $IUSV

Posted by Casey Walker on May 14th, 2026

Allworth Financial LP cut its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 4.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 611,958 shares of the company’s stock after selling 27,570 shares during the period. Allworth Financial LP’s holdings in iShares Core S&P U.S. Value ETF were worth $62,750,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. MFA Wealth Services grew its position in iShares Core S&P U.S. Value ETF by 0.4% during the 4th quarter. MFA Wealth Services now owns 23,848 shares of the company’s stock valued at $2,445,000 after purchasing an additional 98 shares during the last quarter. Octavia Wealth Advisors LLC increased its stake in iShares Core S&P U.S. Value ETF by 3.8% during the 3rd quarter. Octavia Wealth Advisors LLC now owns 2,855 shares of the company’s stock valued at $285,000 after purchasing an additional 104 shares in the last quarter. Franklin Resources Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 26.0% in the second quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock worth $49,000 after buying an additional 108 shares during the last quarter. Sterling Wealth Management Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 0.4% in the third quarter. Sterling Wealth Management Inc. now owns 26,836 shares of the company’s stock worth $2,682,000 after buying an additional 108 shares during the last quarter. Finally, Uptick Partners LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 0.7% in the third quarter. Uptick Partners LLC now owns 17,566 shares of the company’s stock worth $1,756,000 after buying an additional 116 shares in the last quarter.

iShares Core S&P U.S. Value ETF Stock Down 0.0%

NASDAQ:IUSV opened at $108.71 on Thursday. The stock has a market cap of $25.73 billion, a price-to-earnings ratio of 20.41 and a beta of 0.83. The company’s 50 day moving average price is $104.85 and its 200-day moving average price is $104.12. iShares Core S&P U.S. Value ETF has a 52 week low of $89.90 and a 52 week high of $109.18.

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

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Investors of record on Tuesday, March 17th were given a $0.3925 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.57 annualized dividend and a yield of 1.4%.

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.