Valpey Financial Services LLC Purchases 2,933,063 Shares of iShares Core S&P U.S. Value ETF $IUSV

Posted by Casey Walker on May 29th, 2026

Valpey Financial Services LLC grew its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 10,060.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,962,216 shares of the company’s stock after buying an additional 2,933,063 shares during the period. iShares Core S&P U.S. Value ETF accounts for about 1.6% of Valpey Financial Services LLC’s portfolio, making the stock its 14th largest position. Valpey Financial Services LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $303,746,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Prudent Investors Network Inc. boosted its holdings in shares of iShares Core S&P U.S. Value ETF by 1.7% in the 4th quarter. Prudent Investors Network Inc. now owns 5,673 shares of the company’s stock valued at $582,000 after buying an additional 96 shares in the last quarter. MFA Wealth Services boosted its stake in iShares Core S&P U.S. Value ETF by 0.4% in the 4th quarter. MFA Wealth Services now owns 23,848 shares of the company’s stock worth $2,445,000 after purchasing an additional 98 shares in the last quarter. CBIZ Investment Advisory Services LLC boosted its stake in iShares Core S&P U.S. Value ETF by 8.1% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 1,329 shares of the company’s stock worth $136,000 after purchasing an additional 100 shares in the last quarter. Franklin Resources Inc. boosted its stake in iShares Core S&P U.S. Value ETF by 26.0% in the 2nd quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock worth $49,000 after purchasing an additional 108 shares in the last quarter. Finally, Sterling Wealth Management Inc. boosted its stake in iShares Core S&P U.S. Value ETF by 0.4% in the 3rd quarter. Sterling Wealth Management Inc. now owns 26,836 shares of the company’s stock worth $2,682,000 after purchasing an additional 108 shares in the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.1%

IUSV stock opened at $110.50 on Friday. The firm has a 50 day moving average of $105.99 and a 200 day moving average of $104.78. The stock has a market capitalization of $26.16 billion, a PE ratio of 20.41 and a beta of 0.83. iShares Core S&P U.S. Value ETF has a 52 week low of $90.86 and a 52 week high of $110.77.

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

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

(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.