NewEdge Advisors LLC Increases Holdings in iShares Core S&P U.S. Value ETF $IUSV

Posted by Kyle Jackson on Aug 9th, 2026

NewEdge Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 5.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 130,212 shares of the company’s stock after purchasing an additional 6,917 shares during the quarter. NewEdge Advisors LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $13,314,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in IUSV. Motco bought a new position in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $29,000. Motiv8 Investments LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF during the fourth quarter valued at about $35,000. Physician Wealth Advisors Inc. purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the first quarter worth about $36,000. Garton & Associates Financial Advisors LLC purchased a new stake in shares of iShares Core S&P U.S. Value ETF in the fourth quarter worth about $37,000. Finally, Headlands Technologies LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 520.3% in the second quarter. Headlands Technologies LLC now owns 428 shares of the company’s stock valued at $41,000 after acquiring an additional 359 shares during the period.

iShares Core S&P U.S. Value ETF Trading Up 0.6%

Shares of NASDAQ:IUSV opened at $114.29 on Friday. The company has a 50 day moving average of $111.22 and a 200 day moving average of $107.79. The stock has a market cap of $27.67 billion, a P/E ratio of 20.41 and a beta of 0.83. iShares Core S&P U.S. Value ETF has a 12 month low of $95.71 and a 12 month high of $114.69.

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

The company also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were issued a $0.4504 dividend. This represents a $1.80 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.39.

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

(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.