iShares Core S&P U.S. Value ETF $IUSV Stake Reduced by SkyOak Wealth LLC

Posted by Patrick Bannon on Sep 2nd, 2026

SkyOak Wealth LLC lowered its stake in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 5.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 189,458 shares of the company’s stock after selling 11,018 shares during the quarter. iShares Core S&P U.S. Value ETF accounts for 3.4% of SkyOak Wealth LLC’s portfolio, making the stock its 6th biggest position. SkyOak Wealth LLC owned 0.08% of iShares Core S&P U.S. Value ETF worth $20,869,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in IUSV. Motco bought a new position in shares of iShares Core S&P U.S. Value ETF in the fourth quarter worth approximately $29,000. FAS Wealth Partners Inc. bought a new stake in iShares Core S&P U.S. Value ETF during the 1st quarter valued at $29,000. Motiv8 Investments LLC purchased a new stake in iShares Core S&P U.S. Value ETF during the 4th quarter valued at $35,000. Physician Wealth Advisors Inc. purchased a new stake in iShares Core S&P U.S. Value ETF during the 1st quarter valued at $36,000. Finally, Garton & Associates Financial Advisors LLC purchased a new stake in iShares Core S&P U.S. Value ETF during the 4th quarter valued at $37,000.

iShares Core S&P U.S. Value ETF Stock Down 0.3%

Shares of iShares Core S&P U.S. Value ETF stock opened at $114.04 on Wednesday. The company’s fifty day simple moving average is $112.87 and its two-hundred day simple moving average is $108.89. iShares Core S&P U.S. Value ETF has a 12-month low of $97.64 and a 12-month high of $116.19. The firm has a market cap of $27.61 billion, a PE ratio of 20.41 and a beta of 0.83.

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

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

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.