Harbour Investments Inc. Grows Position in iShares Core S&P U.S. Value ETF $IUSV

Posted by Kyle Jackson on May 29th, 2026

Harbour Investments Inc. lifted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1,521.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,222 shares of the company’s stock after buying an additional 19,913 shares during the period. Harbour Investments Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $2,176,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Prudent Investors Network Inc. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 1.7% during 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 raised its holdings in shares of iShares Core S&P U.S. Value ETF by 0.4% during the 4th quarter. MFA Wealth Services now owns 23,848 shares of the company’s stock valued at $2,445,000 after buying an additional 98 shares in the last quarter. Franklin Resources Inc. raised its holdings in shares of iShares Core S&P U.S. Value ETF by 26.0% during the 2nd quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock valued at $49,000 after buying an additional 108 shares in the last quarter. Sterling Wealth Management Inc. boosted its stake in shares of 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 valued at $2,682,000 after purchasing an additional 108 shares in the last quarter. Finally, Uptick Partners LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 0.7% in the 3rd quarter. Uptick Partners LLC now owns 17,566 shares of the company’s stock valued at $1,756,000 after purchasing an additional 116 shares in the last quarter.

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

Shares of iShares Core S&P U.S. Value ETF stock opened at $110.50 on Friday. iShares Core S&P U.S. Value ETF has a 52-week low of $90.86 and a 52-week high of $110.77. The stock has a market capitalization of $26.16 billion, a price-to-earnings ratio of 20.41 and a beta of 0.83. The company has a fifty day moving average of $105.99 and a 200-day moving average of $104.78.

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

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

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