Sound Income Strategies LLC Has $1.10 Million Stock Holdings in iShares Core S&P U.S. Value ETF $IUSV

Posted by Patrick Bannon on Apr 8th, 2026

Sound Income Strategies LLC increased its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 513.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,471 shares of the company’s stock after acquiring an additional 8,764 shares during the quarter. Sound Income Strategies LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,102,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Bank of America Corp DE lifted its stake in iShares Core S&P U.S. Value ETF by 7.8% in the third quarter. Bank of America Corp DE now owns 80,233,541 shares of the company’s stock valued at $8,019,342,000 after buying an additional 5,830,890 shares during the period. Foster Group Inc. acquired a new stake in shares of iShares Core S&P U.S. Value ETF during the third quarter worth about $103,889,000. Envestnet Asset Management Inc. raised its position in shares of iShares Core S&P U.S. Value ETF by 10.6% during the third quarter. Envestnet Asset Management Inc. now owns 5,808,875 shares of the company’s stock worth $580,597,000 after purchasing an additional 556,434 shares during the period. Jones Financial Companies Lllp raised its position in shares of iShares Core S&P U.S. Value ETF by 7.6% during the third quarter. Jones Financial Companies Lllp now owns 6,130,302 shares of the company’s stock worth $609,850,000 after purchasing an additional 432,247 shares during the period. Finally, Kestra Investment Management LLC raised its position in shares of iShares Core S&P U.S. Value ETF by 11.0% during the third quarter. Kestra Investment Management LLC now owns 3,370,931 shares of the company’s stock worth $336,925,000 after purchasing an additional 334,087 shares during the period.

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

NASDAQ IUSV opened at $102.70 on Wednesday. The firm has a market cap of $24.18 billion, a P/E ratio of 20.41 and a beta of 0.86. The stock’s 50-day moving average is $104.73 and its 200-day moving average is $102.92. iShares Core S&P U.S. Value ETF has a one year low of $80.29 and a one year high of $108.20.

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

The firm also recently declared a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.3925 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.57 dividend on an annualized basis and a dividend yield of 1.5%.

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.