Endowment Wealth Management Inc. Decreases Position in iShares Core S&P U.S. Value ETF $IUSV

Endowment Wealth Management Inc. lessened its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 77.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,464 shares of the company’s stock after selling 47,192 shares during the period. Endowment Wealth Management Inc.’s holdings in iShares Core S&P U.S. Value ETF were worth $1,381,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Prudent Investors Network Inc. boosted its position in iShares Core S&P U.S. Value ETF by 1.7% in the 4th quarter. Prudent Investors Network Inc. now owns 5,673 shares of the company’s stock valued at $582,000 after buying an additional 96 shares during the period. MFA Wealth Services lifted its position in shares of iShares Core S&P U.S. Value ETF by 0.4% during the 4th quarter. MFA Wealth Services now owns 23,848 shares of the company’s stock worth $2,445,000 after purchasing an additional 98 shares during the last quarter. CBIZ Investment Advisory Services LLC lifted its position in shares of iShares Core S&P U.S. Value ETF by 8.1% during the 4th quarter. CBIZ Investment Advisory Services LLC now owns 1,329 shares of the company’s stock worth $136,000 after purchasing an additional 100 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 purchasing an additional 108 shares during the last quarter. Finally, Sterling Wealth Management Inc. lifted its position in shares of iShares Core S&P U.S. Value ETF by 0.4% during the 3rd quarter. Sterling Wealth Management Inc. now owns 26,836 shares of the company’s stock worth $2,682,000 after purchasing an additional 108 shares during the last quarter.

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

iShares Core S&P U.S. Value ETF stock opened at $110.35 on Tuesday. The stock has a market cap of $26.12 billion, a P/E ratio of 20.41 and a beta of 0.83. The company has a fifty day simple moving average of $105.54 and a 200-day simple moving average of $104.57. iShares Core S&P U.S. Value ETF has a 12-month low of $89.90 and a 12-month high of $110.54.

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

The company also recently disclosed 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. This represents a $1.57 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Tuesday, March 17th.

iShares Core S&P U.S. Value ETF Company Profile

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.