Evermay Wealth Management LLC Has $1.16 Million Stock Holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Evermay Wealth Management LLC raised its holdings in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 9.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,795 shares of the company’s stock after buying an additional 1,196 shares during the period. Evermay Wealth Management LLC’s holdings in iShares Core S&P U.S. Value ETF were worth $1,163,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Congress Wealth Management LLC DE lifted its holdings in shares of iShares Core S&P U.S. Value ETF by 4.2% in the fourth quarter. Congress Wealth Management LLC DE now owns 3,636 shares of the company’s stock valued at $307,000 after purchasing an additional 147 shares in the last quarter. Advisory Services Network LLC boosted its holdings in iShares Core S&P U.S. Value ETF by 1.3% during the 4th quarter. Advisory Services Network LLC now owns 95,620 shares of the company’s stock worth $8,064,000 after acquiring an additional 1,186 shares during the last quarter. SageView Advisory Group LLC purchased a new position in iShares Core S&P U.S. Value ETF during the fourth quarter worth about $307,000. US Bancorp DE grew its holdings in shares of iShares Core S&P U.S. Value ETF by 1.6% in the fourth quarter. US Bancorp DE now owns 92,599 shares of the company’s stock valued at $7,809,000 after acquiring an additional 1,476 shares in the last quarter. Finally, Central Valley Advisors LLC bought a new stake in iShares Core S&P U.S. Value ETF during the fourth quarter worth $418,000.

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

NASDAQ:IUSV traded up $0.36 during trading on Friday, reaching $88.79. The company’s stock had a trading volume of 437,160 shares, compared to its average volume of 596,765. The firm has a market cap of $17.11 billion, a price-to-earnings ratio of 22.96 and a beta of 0.95. The firm has a 50 day moving average of $88.33 and a 200-day moving average of $85.31. iShares Core S&P U.S. Value ETF has a 12 month low of $71.27 and a 12 month high of $90.64.

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

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 27th. Shareholders of record on Friday, March 22nd were paid a $0.4397 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 1.98%. The ex-dividend date of this dividend was Thursday, March 21st.

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