NewEdge Advisors LLC Grows Stock Position in iShares Core S&P U.S. Value ETF $IUSV

Posted by Logan Wallace on Aug 9th, 2026

NewEdge Advisors LLC raised its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 5.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 130,212 shares of the company’s stock after buying an additional 6,917 shares during the quarter. NewEdge Advisors LLC owned about 0.06% of iShares Core S&P U.S. Value ETF worth $13,314,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in IUSV. Motco purchased a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter worth about $29,000. Motiv8 Investments LLC bought a new stake in iShares Core S&P U.S. Value ETF in the 4th quarter valued at about $35,000. Physician Wealth Advisors Inc. purchased a new stake in iShares Core S&P U.S. Value ETF during the first quarter valued at about $36,000. Garton & Associates Financial Advisors LLC purchased a new stake in iShares Core S&P U.S. Value ETF during the fourth quarter valued at about $37,000. Finally, SHP Wealth Management bought a new position in iShares Core S&P U.S. Value ETF during the fourth quarter worth about $42,000.

iShares Core S&P U.S. Value ETF Stock Up 0.6%

Shares of NASDAQ:IUSV opened at $114.29 on Friday. The firm has a market capitalization of $27.67 billion, a PE ratio of 20.41 and a beta of 0.83. The company has a 50-day moving average price of $111.22 and a two-hundred day moving average price of $107.79. iShares Core S&P U.S. Value ETF has a twelve month low of $95.71 and a twelve month high of $114.69.

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

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a dividend of $0.4504 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Monday, June 15th. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.39.

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