Southern Capital Advisors LLC grew its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 266,348 shares of the company’s stock after buying an additional 5,073 shares during the quarter. iShares Core S&P U.S. Value ETF makes up about 13.6% of Southern Capital Advisors LLC’s investment portfolio, making the stock its largest holding. Southern Capital Advisors LLC owned approximately 0.12% of iShares Core S&P U.S. Value ETF worth $24,661,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in IUSV. Sweeney & Michel LLC lifted its holdings in iShares Core S&P U.S. Value ETF by 2.6% in the 3rd quarter. Sweeney & Michel LLC now owns 4,946 shares of the company’s stock worth $481,000 after purchasing an additional 127 shares during the last quarter. SFG Wealth Management LLC. increased its position in iShares Core S&P U.S. Value ETF by 3.2% in the 4th quarter. SFG Wealth Management LLC. now owns 4,337 shares of the company’s stock worth $402,000 after buying an additional 133 shares during the period. Sovereign Financial Group Inc. lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 1.0% during the fourth quarter. Sovereign Financial Group Inc. now owns 15,462 shares of the company’s stock worth $1,432,000 after buying an additional 150 shares during the last quarter. New Century Financial Group LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 5.4% in the fourth quarter. New Century Financial Group LLC now owns 3,190 shares of the company’s stock valued at $296,000 after acquiring an additional 162 shares during the period. Finally, Silver Lake Advisory LLC grew its stake in shares of iShares Core S&P U.S. Value ETF by 0.8% in the fourth quarter. Silver Lake Advisory LLC now owns 22,711 shares of the company’s stock worth $2,103,000 after acquiring an additional 180 shares during the last quarter.
iShares Core S&P U.S. Value ETF Price Performance
NASDAQ:IUSV opened at $95.87 on Friday. iShares Core S&P U.S. Value ETF has a one year low of $83.74 and a one year high of $100.29. The company has a fifty day moving average price of $95.22 and a 200 day moving average price of $94.43. The stock has a market cap of $20.32 billion, a P/E ratio of 22.96 and a beta of 0.95.
iShares Core S&P U.S. Value ETF Cuts Dividend
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.
Further Reading
- Five stocks we like better than iShares Core S&P U.S. Value ETF
- Insider Trades May Not Tell You What You Think
- 3 Turnaround Stocks in the Early Innings With More Upside to Come
- Insider Selling Explained: Can it Inform Your Investing Choices?
- Whirlpool: Buy This High-Yielding Value Before It Spins Higher
- How to Effectively Use the MarketBeat Ratings Screener
- Commvault Systems: Share Price Primed to Vault Higher in 2025
Want to see what other hedge funds are holding IUSV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report).
Receive News & Ratings for iShares Core S&P U.S. Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P U.S. Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.