iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) is Birchcreek Wealth Management LLC’s 3rd Largest Position

Birchcreek Wealth Management LLC raised its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 128,982 shares of the company’s stock after purchasing an additional 6,161 shares during the period. iShares Core S&P U.S. Value ETF accounts for about 7.5% of Birchcreek Wealth Management LLC’s holdings, making the stock its 3rd biggest position. Birchcreek Wealth Management LLC owned 0.06% of iShares Core S&P U.S. Value ETF worth $11,942,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of IUSV. JPMorgan Chase & Co. boosted its position in shares of iShares Core S&P U.S. Value ETF by 13.3% in the third quarter. JPMorgan Chase & Co. now owns 1,862,473 shares of the company’s stock valued at $177,848,000 after acquiring an additional 219,149 shares during the period. Janney Montgomery Scott LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 14.7% in the fourth quarter. Janney Montgomery Scott LLC now owns 69,220 shares of the company’s stock valued at $6,409,000 after acquiring an additional 8,861 shares during the period. MB Generational Wealth LLC bought a new position in shares of iShares Core S&P U.S. Value ETF in the third quarter valued at approximately $208,000. Orion Portfolio Solutions LLC boosted its position in shares of iShares Core S&P U.S. Value ETF by 65.9% in the third quarter. Orion Portfolio Solutions LLC now owns 8,820 shares of the company’s stock valued at $842,000 after acquiring an additional 3,504 shares during the period. Finally, Leavell Investment Management Inc. boosted its position in shares of iShares Core S&P U.S. Value ETF by 50.1% in the third quarter. Leavell Investment Management Inc. now owns 3,714 shares of the company’s stock valued at $355,000 after acquiring an additional 1,240 shares during the period.

iShares Core S&P U.S. Value ETF Trading Down 1.0 %

IUSV stock opened at $95.27 on Monday. The firm has a 50 day moving average of $94.22 and a 200-day moving average of $94.99. iShares Core S&P U.S. Value ETF has a 12 month low of $85.17 and a 12 month high of $100.29. The firm has a market capitalization of $20.08 billion, a P/E ratio of 22.14 and a beta of 0.95.

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

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were given a $0.5456 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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.