Liberty One Investment Management LLC Boosts Stake in iShares Core S&P U.S. Value ETF $IUSV

Posted by on Jul 24th, 2026

Liberty One Investment Management LLC boosted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 1,345.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 16,902 shares of the company’s stock after purchasing an additional 15,733 shares during the period. Liberty One Investment Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,728,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. High Probability Advisors LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 3.0% in the fourth quarter. High Probability Advisors LLC now owns 171,585 shares of the company’s stock valued at $17,594,000 after buying an additional 4,956 shares during the period. Duncan Williams Asset Management LLC increased its stake in iShares Core S&P U.S. Value ETF by 31.3% during the 4th quarter. Duncan Williams Asset Management LLC now owns 272,824 shares of the company’s stock worth $29,217,000 after acquiring an additional 65,030 shares during the period. Atlantic Edge Private Wealth Management LLC raised its holdings in iShares Core S&P U.S. Value ETF by 140.3% in the 4th quarter. Atlantic Edge Private Wealth Management LLC now owns 10,815 shares of the company’s stock valued at $1,109,000 after acquiring an additional 6,315 shares in the last quarter. Foster Group Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 4.0% in the 4th quarter. Foster Group Inc. now owns 1,080,840 shares of the company’s stock valued at $110,829,000 after acquiring an additional 41,431 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC raised its holdings in iShares Core S&P U.S. Value ETF by 422.5% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 61,602 shares of the company’s stock valued at $6,317,000 after acquiring an additional 49,812 shares in the last quarter.

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

NASDAQ:IUSV opened at $111.14 on Friday. The company has a market cap of $26.94 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 fifty-two week low of $93.91 and a fifty-two week high of $113.25. The stock has a fifty day moving average price of $110.45 and a 200-day moving average price of $107.17.

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

The business also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a $0.4504 dividend. This represents a $1.80 dividend on an annualized basis and a yield of 1.6%. This is a boost 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 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.

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Institutional Ownership by Quarter for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

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