Elevate Wealth Advisory Inc. Lowers Stock Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Posted by Steven Smith on Mar 20th, 2025

Elevate Wealth Advisory Inc. lowered its position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 6.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 11,440 shares of the company’s stock after selling 816 shares during the quarter. iShares Core S&P U.S. Value ETF makes up about 0.8% of Elevate Wealth Advisory Inc.’s investment portfolio, making the stock its 28th largest position. Elevate Wealth Advisory Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $1,059,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. LPL Financial LLC boosted its stake in shares of iShares Core S&P U.S. Value ETF by 3.2% in the third quarter. LPL Financial LLC now owns 13,352,079 shares of the company’s stock worth $1,274,990,000 after acquiring an additional 417,635 shares during the period. Jones Financial Companies Lllp lifted its holdings in iShares Core S&P U.S. Value ETF by 10.9% in the 4th quarter. Jones Financial Companies Lllp now owns 4,306,885 shares of the company’s stock worth $398,774,000 after purchasing an additional 422,706 shares in the last quarter. Aspiriant LLC boosted its stake in iShares Core S&P U.S. Value ETF by 13.8% in the 4th quarter. Aspiriant LLC now owns 3,266,064 shares of the company’s stock worth $302,405,000 after purchasing an additional 396,158 shares during the period. Kestra Investment Management LLC boosted its stake in iShares Core S&P U.S. Value ETF by 11.4% in the 4th quarter. Kestra Investment Management LLC now owns 2,586,389 shares of the company’s stock worth $239,474,000 after purchasing an additional 265,001 shares during the period. Finally, Life Planning Partners Inc grew its holdings in iShares Core S&P U.S. Value ETF by 9,159.0% during the 4th quarter. Life Planning Partners Inc now owns 2,267,622 shares of the company’s stock valued at $209,959,000 after buying an additional 2,243,131 shares in the last quarter.

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

IUSV stock opened at $92.31 on Thursday. The company’s fifty day moving average price is $94.21 and its 200-day moving average price is $95.08. iShares Core S&P U.S. Value ETF has a one year low of $85.17 and a one year high of $100.29. The company has a market capitalization of $19.46 billion, a PE ratio of 21.71 and a beta of 0.95.

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

The business also recently declared a dividend, which will be paid on Friday, March 21st. Shareholders of record on Tuesday, March 18th will be issued a $0.3667 dividend. The ex-dividend date of this dividend is Tuesday, March 18th.

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.