Dynamic Financial Group boosted its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 12.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,683 shares of the company’s stock after acquiring an additional 622 shares during the period. iShares Core S&P U.S. Value ETF accounts for 0.5% of Dynamic Financial Group’s portfolio, making the stock its 27th largest position. Dynamic Financial Group’s holdings in iShares Core S&P U.S. Value ETF were worth $538,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently added to or reduced their stakes in the company. Capital A Wealth Management LLC raised its holdings in iShares Core S&P U.S. Value ETF by 571.7% in the first quarter. Capital A Wealth Management LLC now owns 403 shares of the company’s stock valued at $37,000 after acquiring an additional 343 shares in the last quarter. Sound Income Strategies LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the first quarter valued at $40,000. Smallwood Wealth Investment Management LLC acquired a new stake in iShares Core S&P U.S. Value ETF in the first quarter valued at $41,000. Toth Financial Advisory Corp acquired a new stake in iShares Core S&P U.S. Value ETF in the second quarter valued at $53,000. Finally, Flaharty Asset Management LLC bought a new stake in iShares Core S&P U.S. Value ETF during the first quarter valued at $57,000.
iShares Core S&P U.S. Value ETF Stock Performance
Shares of NASDAQ:IUSV opened at $98.00 on Monday. The stock has a market capitalization of $22.41 billion, a price-to-earnings ratio of 20.41 and a beta of 0.95. iShares Core S&P U.S. Value ETF has a 1-year low of $80.14 and a 1-year high of $101.22. The company’s fifty day moving average is $98.46 and its two-hundred day moving average is $94.01.
iShares Core S&P U.S. Value ETF Increases Dividend
About iShares Core S&P U.S. Value ETF
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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