iShares Core S&P U.S. Value ETF $IUSV Shares Bought by Geneos Wealth Management Inc.

Posted by Tammy Falkenburg on Jul 18th, 2026

Geneos Wealth Management Inc. increased its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 54.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 37,444 shares of the company’s stock after purchasing an additional 13,136 shares during the quarter. Geneos Wealth Management Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $3,829,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IUSV. AQR Capital Management LLC increased its stake in iShares Core S&P U.S. Value ETF by 20.7% during the first quarter. AQR Capital Management LLC now owns 10,047 shares of the company’s stock worth $927,000 after purchasing an additional 1,725 shares during the period. Goldman Sachs Group Inc. lifted its holdings in 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 worth $52,071,000 after buying an additional 189,409 shares during the last quarter. Jane Street Group LLC lifted its stake in iShares Core S&P U.S. Value ETF by 248.0% during the first quarter. Jane Street Group LLC now owns 58,043 shares of the company’s stock worth $5,357,000 after purchasing an additional 41,366 shares during the last quarter. Franklin Resources Inc. lifted its position in shares of 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 worth $49,000 after buying an additional 108 shares during the last quarter. Finally, Diversify Advisory Services LLC acquired a new position in iShares Core S&P U.S. Value ETF in the second quarter valued at $1,595,000.

iShares Core S&P U.S. Value ETF Stock Down 0.5%

Shares of NASDAQ IUSV opened at $112.12 on Friday. The stock has a market cap of $27.13 billion, a PE ratio of 20.41 and a beta of 0.83. iShares Core S&P U.S. Value ETF has a 52-week low of $93.91 and a 52-week high of $113.25. The business has a 50-day moving average price of $110.23 and a 200 day moving average price of $106.90.

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

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

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.