iShares Core S&P U.S. Value ETF $IUSV Shares Bought by Lutz Financial Services LLC

Lutz Financial Services LLC grew its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 1.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 113,419 shares of the company’s stock after purchasing an additional 2,097 shares during the period. Lutz Financial Services LLC owned approximately 0.05% of iShares Core S&P U.S. Value ETF worth $10,733,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IUSV. Capital A Wealth Management LLC increased its position in iShares Core S&P U.S. Value ETF by 571.7% during the 1st quarter. Capital A Wealth Management LLC now owns 403 shares of the company’s stock worth $37,000 after purchasing an additional 343 shares during the period. Smallwood Wealth Investment Management LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter worth approximately $41,000. Toth Financial Advisory Corp acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the 2nd quarter worth approximately $53,000. Flaharty Asset Management LLC acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter worth approximately $57,000. Finally, Calton & Associates Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF in the 1st quarter worth approximately $64,000.

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

IUSV opened at $99.66 on Friday. The stock has a market cap of $23.02 billion, a P/E ratio of 20.41 and a beta of 0.95. The stock’s 50 day simple moving average is $98.86 and its 200 day simple moving average is $94.24. iShares Core S&P U.S. Value ETF has a 1-year low of $80.14 and a 1-year high of $101.22.

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

The business also recently announced a quarterly dividend, which was paid on Friday, September 19th. Investors of record on Tuesday, September 16th were paid a $0.4714 dividend. This represents a $1.89 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Tuesday, September 16th. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43.

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.