Symphony Financial Ltd. Co. Has $11.59 Million Stake in iShares Core S&P U.S. Value ETF $IUSV

Posted by Nicole Kennedy on Jan 24th, 2026

Symphony Financial Ltd. Co. raised its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 15.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,711 shares of the company’s stock after buying an additional 15,435 shares during the period. iShares Core S&P U.S. Value ETF accounts for approximately 1.4% of Symphony Financial Ltd. Co.’s portfolio, making the stock its 18th biggest holding. Symphony Financial Ltd. Co.’s holdings in iShares Core S&P U.S. Value ETF were worth $11,592,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Bank of America Corp DE increased its holdings in shares of iShares Core S&P U.S. Value ETF by 3.0% during the 2nd quarter. Bank of America Corp DE now owns 74,402,651 shares of the company’s stock valued at $7,040,723,000 after acquiring an additional 2,194,422 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in iShares Core S&P U.S. Value ETF by 14.2% during the second quarter. Envestnet Asset Management Inc. now owns 5,252,441 shares of the company’s stock worth $497,039,000 after purchasing an additional 653,023 shares during the period. Blue Trust Inc. grew its holdings in iShares Core S&P U.S. Value ETF by 2.8% during the third quarter. Blue Trust Inc. now owns 4,993,796 shares of the company’s stock valued at $499,130,000 after purchasing an additional 137,450 shares during the last quarter. Signaturefd LLC raised its position in shares of iShares Core S&P U.S. Value ETF by 0.5% in the second quarter. Signaturefd LLC now owns 4,483,865 shares of the company’s stock valued at $424,308,000 after purchasing an additional 23,385 shares during the period. Finally, Aspiriant LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 0.7% in the third quarter. Aspiriant LLC now owns 3,600,340 shares of the company’s stock worth $359,854,000 after buying an additional 24,162 shares during the last quarter.

iShares Core S&P U.S. Value ETF Trading Down 0.4%

NASDAQ IUSV opened at $104.83 on Friday. iShares Core S&P U.S. Value ETF has a 1 year low of $80.14 and a 1 year high of $105.83. The company has a fifty day simple moving average of $103.01 and a 200 day simple moving average of $100.13. The company has a market cap of $24.21 billion, a P/E ratio of 20.41 and a beta of 0.90.

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

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

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.