KFG Wealth Management LLC Has $262,000 Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

KFG Wealth Management LLC raised its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 6.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,107 shares of the company’s stock after purchasing an additional 194 shares during the quarter. KFG Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $262,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Bank of Montreal Can lifted its position in shares of iShares Core S&P U.S. Value ETF by 11.9% in the first quarter. Bank of Montreal Can now owns 9,092 shares of the company’s stock worth $700,000 after purchasing an additional 969 shares in the last quarter. Synovus Financial Corp bought a new stake in iShares Core S&P U.S. Value ETF during the 1st quarter worth about $260,000. NewEdge Advisors LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 9.9% during the 1st quarter. NewEdge Advisors LLC now owns 18,988 shares of the company’s stock worth $1,441,000 after buying an additional 1,713 shares during the last quarter. Equitable Holdings Inc. grew its holdings in shares of iShares Core S&P U.S. Value ETF by 9.5% in the 1st quarter. Equitable Holdings Inc. now owns 113,830 shares of the company’s stock valued at $8,636,000 after acquiring an additional 9,875 shares in the last quarter. Finally, Prudential Financial Inc. increased its position in shares of iShares Core S&P U.S. Value ETF by 42.3% in the first quarter. Prudential Financial Inc. now owns 76,046 shares of the company’s stock valued at $5,770,000 after acquiring an additional 22,588 shares during the last quarter.

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

IUSV traded up $0.68 on Friday, hitting $86.26. 766,348 shares of the company were exchanged, compared to its average volume of 653,269. The stock’s fifty day moving average is $87.56 and its 200-day moving average is $82.58. The company has a market cap of $16.48 billion, a PE ratio of 22.95 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 12 month low of $71.27 and a 12 month high of $90.64.

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

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 27th. Stockholders of record on Friday, March 22nd were issued a $0.4397 dividend. This represents a $1.76 annualized dividend and a dividend yield of 2.04%. The ex-dividend date of this dividend was Thursday, March 21st.

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