ERTS Wealth Advisors LLC Increases Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

ERTS Wealth Advisors LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSVFree Report) by 0.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 120,020 shares of the company’s stock after purchasing an additional 693 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for about 2.2% of ERTS Wealth Advisors LLC’s holdings, making the stock its 14th largest position. ERTS Wealth Advisors LLC owned about 0.05% of iShares Core S&P U.S. Value ETF worth $11,077,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Franklin Resources Inc. grew its holdings in iShares Core S&P U.S. Value ETF by 1,560.0% during the 4th quarter. Franklin Resources Inc. now owns 415 shares of the company’s stock valued at $38,000 after buying an additional 390 shares in the last quarter. Wealthcare Advisory Partners LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 20.0% in the first quarter. Wealthcare Advisory Partners LLC now owns 2,868 shares of the company’s stock valued at $265,000 after acquiring an additional 478 shares during the period. Proficio Capital Partners LLC purchased a new position in iShares Core S&P U.S. Value ETF during the fourth quarter valued at approximately $187,000. NBC Securities Inc. purchased a new position in iShares Core S&P U.S. Value ETF during the first quarter valued at approximately $55,000. Finally, Howe & Rusling Inc. increased its holdings in iShares Core S&P U.S. Value ETF by 8.7% during the 4th quarter. Howe & Rusling Inc. now owns 237,469 shares of the company’s stock worth $21,987,000 after acquiring an additional 18,922 shares during the period.

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

NASDAQ IUSV opened at $92.25 on Friday. The company’s 50 day simple moving average is $90.42 and its two-hundred day simple moving average is $92.26. The stock has a market capitalization of $20.29 billion, a PE ratio of 20.59 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1 year low of $80.14 and a 1 year high of $100.29.

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

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 20th. Investors of record on Monday, June 16th were given a $0.4318 dividend. This represents a $1.73 dividend on an annualized basis and a dividend yield of 1.87%. The ex-dividend date of this dividend was Monday, June 16th. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.42.

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.

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Institutional Ownership by Quarter for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

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