Diversify Wealth Management LLC Invests $807,000 in iShares Core S&P U.S. Value ETF $IUSV

Posted by Tammy Falkenburg on May 11th, 2026

Diversify Wealth Management LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor bought 7,693 shares of the company’s stock, valued at approximately $807,000.

A number of other institutional investors have also recently made changes to their positions in IUSV. AQR Capital Management LLC lifted its stake in shares of iShares Core S&P U.S. Value ETF by 20.7% in the 1st quarter. AQR Capital Management LLC now owns 10,047 shares of the company’s stock valued at $927,000 after purchasing an additional 1,725 shares during the last quarter. Goldman Sachs Group Inc. increased its position in shares of iShares Core S&P U.S. Value ETF by 50.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 564,215 shares of the company’s stock valued at $52,071,000 after purchasing an additional 189,409 shares during the last quarter. Jane Street Group LLC raised its holdings in iShares Core S&P U.S. Value ETF by 248.0% during the 1st quarter. Jane Street Group LLC now owns 58,043 shares of the company’s stock valued at $5,357,000 after buying an additional 41,366 shares during the period. Franklin Resources Inc. raised its holdings in iShares Core S&P U.S. Value ETF by 26.0% during the 2nd quarter. Franklin Resources Inc. now owns 523 shares of the company’s stock valued at $49,000 after buying an additional 108 shares during the period. Finally, Diversify Advisory Services LLC bought a new stake in iShares Core S&P U.S. Value ETF in the second quarter worth $1,595,000.

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

NASDAQ IUSV opened at $108.65 on Monday. The company has a fifty day moving average of $104.76 and a two-hundred day moving average of $103.90. The firm has a market capitalization of $25.72 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 52 week low of $89.68 and a 52 week high of $109.18.

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

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were issued a $0.3925 dividend. This represents a $1.57 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Tuesday, March 17th.

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.