iShares Core S&P U.S. Value ETF $IUSV is Robinson Smith Wealth Advisors LLC’s 3rd Largest Position

Robinson Smith Wealth Advisors LLC trimmed its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 21.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 80,765 shares of the company’s stock after selling 22,452 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for about 5.7% of Robinson Smith Wealth Advisors LLC’s holdings, making the stock its 3rd largest position. Robinson Smith Wealth Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $8,282,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. High Probability Advisors LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 3.0% during the fourth quarter. High Probability Advisors LLC now owns 171,585 shares of the company’s stock valued at $17,594,000 after acquiring an additional 4,956 shares during the last quarter. Ameritas Advisory Services LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 62.9% during the third quarter. Ameritas Advisory Services LLC now owns 127,097 shares of the company’s stock valued at $12,703,000 after acquiring an additional 49,099 shares during the last quarter. Salus Financial Advisors LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 3.0% during the third quarter. Salus Financial Advisors LLC now owns 203,058 shares of the company’s stock valued at $20,296,000 after acquiring an additional 5,892 shares during the last quarter. Duncan Williams Asset Management LLC increased its position in shares of iShares Core S&P U.S. Value ETF by 31.3% during the fourth quarter. Duncan Williams Asset Management LLC now owns 272,824 shares of the company’s stock valued at $29,217,000 after acquiring an additional 65,030 shares during the last quarter. Finally, Tennessee Valley Asset Management Partners purchased a new stake in shares of iShares Core S&P U.S. Value ETF during the third quarter valued at approximately $1,249,000.

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

Shares of IUSV opened at $110.35 on Monday. The company has a market capitalization of $26.12 billion, a price-to-earnings ratio of 20.41 and a beta of 0.83. The stock has a 50 day moving average of $105.39 and a 200 day moving average of $104.50. iShares Core S&P U.S. Value ETF has a 12 month low of $89.90 and a 12 month high of $110.54.

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

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

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

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.