Strategies Wealth Advisors LLC Sells 14,668 Shares of iShares Core S&P U.S. Value ETF $IUSV

Posted by Donna Armstrong on Mar 1st, 2026

Strategies Wealth Advisors LLC decreased its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 6.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 213,924 shares of the company’s stock after selling 14,668 shares during the period. iShares Core S&P U.S. Value ETF accounts for 2.2% of Strategies Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest position. Strategies Wealth Advisors LLC owned approximately 0.09% of iShares Core S&P U.S. Value ETF worth $21,382,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the stock. AQR Capital Management LLC increased its position in iShares Core S&P U.S. Value ETF by 20.7% during the 1st quarter. AQR Capital Management LLC now owns 10,047 shares of the company’s stock worth $927,000 after purchasing an additional 1,725 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in iShares Core S&P U.S. Value ETF by 50.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 564,215 shares of the company’s stock valued at $52,071,000 after purchasing an additional 189,409 shares in the last quarter. Jane Street Group LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 248.0% during the 1st quarter. Jane Street Group LLC now owns 58,043 shares of the company’s stock worth $5,357,000 after purchasing an additional 41,366 shares during the last quarter. Savvy Advisors Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the 2nd quarter worth about $236,000. Finally, TIAA Trust National Association grew its holdings in shares of iShares Core S&P U.S. Value ETF by 2.2% during the second quarter. TIAA Trust National Association now owns 7,213 shares of the company’s stock worth $683,000 after buying an additional 155 shares in the last quarter.

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

NASDAQ:IUSV opened at $107.58 on Friday. The firm has a market cap of $24.83 billion, a PE ratio of 20.41 and a beta of 0.90. The firm has a 50 day simple moving average of $105.37 and a 200-day simple moving average of $102.02. iShares Core S&P U.S. Value ETF has a 1-year low of $80.14 and a 1-year high of $108.20.

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

The firm also recently declared a quarterly dividend, which was paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th were issued a $0.5515 dividend. This is a boost from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.47. The ex-dividend date was Tuesday, December 16th. This represents a $2.21 annualized dividend and a yield of 2.1%.

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.