iShares Core S&P U.S. Value ETF $IUSV is ForthRight Wealth Management LLC’s 3rd Largest Position

Posted by George Bondi on Oct 16th, 2025

ForthRight Wealth Management LLC raised its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 2.1% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 291,869 shares of the company’s stock after acquiring an additional 5,932 shares during the period. iShares Core S&P U.S. Value ETF makes up 8.6% of ForthRight Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. ForthRight Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $27,620,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the stock. LPL Financial LLC increased its stake in iShares Core S&P U.S. Value ETF by 4.4% in the first quarter. LPL Financial LLC now owns 14,434,118 shares of the company’s stock valued at $1,332,125,000 after purchasing an additional 612,628 shares during the last quarter. Blue Trust Inc. increased its stake in iShares Core S&P U.S. Value ETF by 1.6% in the second quarter. Blue Trust Inc. now owns 4,856,346 shares of the company’s stock valued at $459,556,000 after purchasing an additional 75,058 shares during the last quarter. Jones Financial Companies Lllp increased its stake in iShares Core S&P U.S. Value ETF by 12.2% in the first quarter. Jones Financial Companies Lllp now owns 4,831,365 shares of the company’s stock valued at $441,698,000 after purchasing an additional 524,480 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in iShares Core S&P U.S. Value ETF by 4.3% in the first quarter. Envestnet Asset Management Inc. now owns 4,599,418 shares of the company’s stock valued at $424,480,000 after purchasing an additional 188,313 shares during the last quarter. Finally, Signaturefd LLC increased its stake in iShares Core S&P U.S. Value ETF by 0.5% in the second quarter. Signaturefd LLC now owns 4,483,865 shares of the company’s stock valued at $424,308,000 after purchasing an additional 23,385 shares during the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.4%

Shares of iShares Core S&P U.S. Value ETF stock opened at $99.93 on Thursday. The firm has a market capitalization of $23.08 billion, a P/E ratio of 20.41 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 52 week low of $80.14 and a 52 week high of $101.22. The firm’s 50 day moving average is $98.72 and its two-hundred day moving average is $94.14.

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

The company also recently declared 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. This represents a $1.89 annualized dividend and a yield of 1.9%. This is a positive change 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.

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.