263,908 Shares in iShares Core S&P U.S. Value ETF $IUSV Acquired by Waldron Private Wealth LLC

Posted by Mitch Edgeman on Oct 26th, 2025

Waldron Private Wealth LLC acquired a new position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm acquired 263,908 shares of the company’s stock, valued at approximately $24,974,000. iShares Core S&P U.S. Value ETF comprises approximately 1.1% of Waldron Private Wealth LLC’s portfolio, making the stock its 20th largest holding.

Several other large investors have also recently modified their holdings of the company. LPL Financial LLC raised its stake in shares of iShares Core S&P U.S. Value ETF by 4.4% during the 1st quarter. LPL Financial LLC now owns 14,434,118 shares of the company’s stock worth $1,332,125,000 after acquiring an additional 612,628 shares in the last quarter. Blue Trust Inc. raised its stake in shares of iShares Core S&P U.S. Value ETF by 1.6% during the 2nd quarter. Blue Trust Inc. now owns 4,856,346 shares of the company’s stock worth $459,556,000 after acquiring an additional 75,058 shares in the last quarter. Jones Financial Companies Lllp raised its stake in shares of iShares Core S&P U.S. Value ETF by 12.2% during the 1st quarter. Jones Financial Companies Lllp now owns 4,831,365 shares of the company’s stock worth $441,698,000 after acquiring an additional 524,480 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in shares of iShares Core S&P U.S. Value ETF by 4.3% during the 1st quarter. Envestnet Asset Management Inc. now owns 4,599,418 shares of the company’s stock worth $424,480,000 after acquiring an additional 188,313 shares in the last quarter. Finally, Signaturefd LLC raised its stake in shares of iShares Core S&P U.S. Value ETF by 0.5% during the 2nd quarter. Signaturefd LLC now owns 4,483,865 shares of the company’s stock worth $424,308,000 after acquiring an additional 23,385 shares in the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.5%

NASDAQ IUSV opened at $101.57 on Friday. The firm has a market cap of $23.56 billion, a PE ratio of 20.41 and a beta of 0.95. The company has a 50 day moving average price of $99.24 and a 200 day moving average price of $94.86. iShares Core S&P U.S. Value ETF has a 52 week low of $80.14 and a 52 week high of $101.82.

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. Shareholders of record on Tuesday, September 16th were given a dividend of $0.4714 per share. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $1.89 annualized dividend and a yield of 1.9%. This is a boost 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

(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.