Summit Wealth Partners LLC Grows Position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Summit Wealth Partners LLC lifted its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 2.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,927 shares of the company’s stock after purchasing an additional 708 shares during the quarter. Summit Wealth Partners LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $2,990,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of IUSV. Parallel Advisors LLC raised its position in iShares Core S&P U.S. Value ETF by 1.8% during the second quarter. Parallel Advisors LLC now owns 6,228 shares of the company’s stock valued at $549,000 after purchasing an additional 112 shares in the last quarter. Exencial Wealth Advisors LLC lifted its position in iShares Core S&P U.S. Value ETF by 2.8% in the 4th quarter. Exencial Wealth Advisors LLC now owns 4,496 shares of the company’s stock worth $379,000 after buying an additional 121 shares during the last quarter. Patten & Patten Inc. TN boosted its stake in iShares Core S&P U.S. Value ETF by 3.9% in the first quarter. Patten & Patten Inc. TN now owns 3,320 shares of the company’s stock worth $300,000 after buying an additional 125 shares in the last quarter. Benjamin Edwards Inc. grew its position in iShares Core S&P U.S. Value ETF by 2.1% during the first quarter. Benjamin Edwards Inc. now owns 6,855 shares of the company’s stock valued at $620,000 after acquiring an additional 144 shares during the last quarter. Finally, DGS Capital Management LLC grew its position in iShares Core S&P U.S. Value ETF by 4.1% during the first quarter. DGS Capital Management LLC now owns 3,848 shares of the company’s stock valued at $348,000 after acquiring an additional 153 shares during the last quarter.

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

Shares of IUSV opened at $95.15 on Wednesday. The firm has a 50 day moving average price of $92.74 and a 200-day moving average price of $89.98. iShares Core S&P U.S. Value ETF has a fifty-two week low of $71.27 and a fifty-two week high of $95.66. The firm has a market cap of $19.29 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95.

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

The business also recently declared a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were given a dividend of $0.5824 per share. This is a positive change from iShares Core S&P U.S. Value ETF’s previous dividend of $0.44. The ex-dividend date of this dividend was Wednesday, September 25th.

iShares Core S&P U.S. Value ETF Company Profile

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.