iShares Core S&P U.S. Value ETF $IUSV Stake Cut by Nadler Financial Group Inc.

Posted by George Bondi on Jul 14th, 2026

Nadler Financial Group Inc. trimmed its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 453,426 shares of the company’s stock after selling 4,909 shares during the period. iShares Core S&P U.S. Value ETF accounts for 4.5% of Nadler Financial Group Inc.’s portfolio, making the stock its 11th biggest position. Nadler Financial Group Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $46,363,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Auto Owners Insurance Co grew its position in shares of iShares Core S&P U.S. Value ETF by 15,983.5% during the 4th quarter. Auto Owners Insurance Co now owns 138,961,020 shares of the company’s stock valued at $13,896,102,000 after buying an additional 138,097,020 shares during the last quarter. Bank of America Corp DE boosted its stake in iShares Core S&P U.S. Value ETF by 3.9% in the fourth quarter. Bank of America Corp DE now owns 83,401,630 shares of the company’s stock valued at $8,552,003,000 after acquiring an additional 3,168,089 shares during the period. LPL Financial LLC boosted its stake in iShares Core S&P U.S. Value ETF by 3.6% in the fourth quarter. LPL Financial LLC now owns 16,406,531 shares of the company’s stock valued at $1,682,326,000 after acquiring an additional 569,611 shares during the period. Morgan Stanley grew its holdings in shares of iShares Core S&P U.S. Value ETF by 7.0% during the fourth quarter. Morgan Stanley now owns 9,720,751 shares of the company’s stock valued at $996,766,000 after purchasing an additional 639,948 shares during the last quarter. Finally, Signaturefd LLC grew its holdings in shares of iShares Core S&P U.S. Value ETF by 1.9% during the fourth quarter. Signaturefd LLC now owns 4,573,759 shares of the company’s stock valued at $468,993,000 after purchasing an additional 84,650 shares during the last quarter.

iShares Core S&P U.S. Value ETF Trading Up 0.1%

Shares of iShares Core S&P U.S. Value ETF stock opened at $111.87 on Tuesday. The stock has a market capitalization of $27.03 billion, a price-to-earnings ratio of 20.41 and a beta of 0.83. iShares Core S&P U.S. Value ETF has a twelve month low of $93.91 and a twelve month high of $112.48. The business’s 50 day simple moving average is $109.96 and its 200-day simple moving average is $106.69.

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

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

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