Valpey Financial Services LLC Boosts Position in iShares Core S&P U.S. Value ETF $IUSV

Posted by Donald Scott on May 29th, 2026

Valpey Financial Services LLC increased its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 10,060.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm 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 owned 1.28% of iShares Core S&P U.S. Value ETF worth $303,746,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently added to or reduced their stakes in IUSV. Motco purchased a new position in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $29,000. Ransom Advisory Ltd purchased a new position in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $31,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $35,000. Headlands Technologies LLC increased its stake in iShares Core S&P U.S. Value ETF by 520.3% in the 2nd quarter. Headlands Technologies LLC now owns 428 shares of the company’s stock worth $41,000 after buying an additional 359 shares during the period. Finally, American Wealth Advisors LLC purchased a new position in iShares Core S&P U.S. Value ETF in the 3rd quarter worth about $47,000.

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

IUSV stock opened at $110.50 on Friday. The company 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 12 month low of $90.86 and a 12 month high of $110.77. The firm’s 50-day moving average is $105.99 and its 200 day moving average is $104.78.

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

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

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.