iShares Core S&P U.S. Value ETF $IUSV Stock Holdings Trimmed by Sunbelt Securities Inc.

Posted by Mark Dietrich on Mar 18th, 2026

Sunbelt Securities Inc. lowered its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 23.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,526 shares of the company’s stock after selling 12,177 shares during the quarter. Sunbelt Securities Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $4,051,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Bank of America Corp DE raised its position in shares of iShares Core S&P U.S. Value ETF by 7.8% during the 3rd quarter. Bank of America Corp DE now owns 80,233,541 shares of the company’s stock valued at $8,019,342,000 after acquiring an additional 5,830,890 shares in the last quarter. Foster Group Inc. acquired a new position in iShares Core S&P U.S. Value ETF in the third quarter worth $103,889,000. Envestnet Asset Management Inc. increased its stake in iShares Core S&P U.S. Value ETF by 10.6% during the third quarter. Envestnet Asset Management Inc. now owns 5,808,875 shares of the company’s stock valued at $580,597,000 after purchasing an additional 556,434 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in iShares Core S&P U.S. Value ETF by 7.6% in the third quarter. Jones Financial Companies Lllp now owns 6,130,302 shares of the company’s stock valued at $609,850,000 after buying an additional 432,247 shares during the last quarter. Finally, Kestra Investment Management LLC lifted its stake in iShares Core S&P U.S. Value ETF by 11.0% in the third quarter. Kestra Investment Management LLC now owns 3,370,931 shares of the company’s stock valued at $336,925,000 after buying an additional 334,087 shares during the last quarter.

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

Shares of IUSV opened at $103.16 on Wednesday. The firm has a fifty day moving average of $105.67 and a 200-day moving average of $102.59. The company has a market cap of $23.81 billion, a price-to-earnings ratio of 20.41 and a beta of 0.90. 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 Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th will be given a $0.3925 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $1.57 annualized dividend and a yield of 1.5%.

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.