iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) is Southern Capital Advisors LLC’s Largest Position

Posted by Mitch Edgeman on Jun 24th, 2025

Southern Capital Advisors LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 3.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 275,560 shares of the company’s stock after purchasing an additional 9,212 shares during the period. iShares Core S&P U.S. Value ETF comprises 14.1% of Southern Capital Advisors LLC’s portfolio, making the stock its largest holding. Southern Capital Advisors LLC owned about 0.13% of iShares Core S&P U.S. Value ETF worth $25,431,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Franklin Resources Inc. raised its stake 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 during the last quarter. Sound Income Strategies LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF in the first quarter worth $40,000. Ameriflex Group Inc. purchased a new stake in iShares Core S&P U.S. Value ETF during the fourth quarter valued at $49,000. NBC Securities Inc. bought a new position in iShares Core S&P U.S. Value ETF in the first quarter valued at about $55,000. Finally, North Star Investment Management Corp. bought a new position in iShares Core S&P U.S. Value ETF in the first quarter valued at about $66,000.

iShares Core S&P U.S. Value ETF Stock Up 0.7%

iShares Core S&P U.S. Value ETF stock opened at $92.89 on Tuesday. iShares Core S&P U.S. Value ETF has a 52-week low of $80.14 and a 52-week high of $100.29. The company has a market cap of $20.43 billion, a P/E ratio of 20.59 and a beta of 0.95. The business has a 50-day simple moving average of $90.53 and a two-hundred day simple moving average of $92.13.

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 issued a $0.4318 dividend. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend was Monday, June 16th. This represents a $1.73 dividend on an annualized basis and a dividend yield of 1.86%.

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.