iShares Core S&P U.S. Value ETF $IUSV Shares Sold by Merit Financial Group LLC

Posted by Brenda Bartman on Oct 5th, 2025

Merit Financial Group LLC lowered its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 5.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,288,487 shares of the company’s stock after selling 120,976 shares during the period. iShares Core S&P U.S. Value ETF accounts for approximately 2.4% of Merit Financial Group LLC’s portfolio, making the stock its 4th biggest holding. Merit Financial Group LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $216,559,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of IUSV. Capital A Wealth Management LLC raised its position in shares of iShares Core S&P U.S. Value ETF by 571.7% in the first quarter. Capital A Wealth Management LLC now owns 403 shares of the company’s stock valued at $37,000 after buying an additional 343 shares during the last quarter. Sound Income Strategies LLC purchased a new stake in iShares Core S&P U.S. Value ETF during the 1st quarter valued at about $40,000. Smallwood Wealth Investment Management LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the 1st quarter valued at about $41,000. Toth Financial Advisory Corp purchased a new position in iShares Core S&P U.S. Value ETF in the 2nd quarter worth approximately $53,000. Finally, NBC Securities Inc. acquired a new position in shares of iShares Core S&P U.S. Value ETF during the 1st quarter worth approximately $55,000.

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

IUSV stock opened at $100.62 on Friday. iShares Core S&P U.S. Value ETF has a 1 year low of $80.14 and a 1 year high of $101.14. The firm has a market capitalization of $23.02 billion, a PE ratio of 20.41 and a beta of 0.95. The business has a 50 day simple moving average of $98.04 and a 200-day simple moving average of $93.74.

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 paid a $0.4714 dividend. This is a boost from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.43. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $1.89 dividend on an annualized basis and a dividend yield of 1.9%.

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.