Birchcreek Wealth Management LLC Has $20.43 Million Holdings in iShares Core S&P U.S. Value ETF $IUSV

Birchcreek Wealth Management LLC boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) by 18.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 199,277 shares of the company’s stock after acquiring an additional 30,931 shares during the period. iShares Core S&P U.S. Value ETF accounts for about 10.0% of Birchcreek Wealth Management LLC’s holdings, making the stock its 2nd biggest position. Birchcreek Wealth Management LLC owned 0.08% of iShares Core S&P U.S. Value ETF worth $20,434,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Matauro LLC increased its holdings in shares of iShares Core S&P U.S. Value ETF by 1.4% in the fourth quarter. Matauro LLC now owns 24,268 shares of the company’s stock worth $2,488,000 after purchasing an additional 340 shares during the period. Trust Co. of Vermont raised its position in shares of iShares Core S&P U.S. Value ETF by 133.4% in the fourth quarter. Trust Co. of Vermont now owns 3,573 shares of the company’s stock worth $366,000 after buying an additional 2,042 shares in the last quarter. ERn Financial LLC boosted its stake in iShares Core S&P U.S. Value ETF by 7.9% during the fourth quarter. ERn Financial LLC now owns 8,705 shares of the company’s stock valued at $893,000 after buying an additional 639 shares during the period. MFA Wealth Services boosted its stake in iShares Core S&P U.S. Value ETF by 0.4% during the fourth quarter. MFA Wealth Services now owns 23,848 shares of the company’s stock valued at $2,445,000 after buying an additional 98 shares during the period. Finally, McGlone Suttner Wealth Management Inc. grew its position in iShares Core S&P U.S. Value ETF by 3.0% during the fourth quarter. McGlone Suttner Wealth Management Inc. now owns 643,874 shares of the company’s stock worth $66,023,000 after buying an additional 18,727 shares in the last quarter.

iShares Core S&P U.S. Value ETF Stock Up 0.2%

Shares of NASDAQ IUSV opened at $102.57 on Friday. The firm has a market capitalization of $24.14 billion, a P/E ratio of 20.41 and a beta of 0.90. The stock’s 50-day simple moving average is $104.87 and its two-hundred day simple moving average is $102.78. iShares Core S&P U.S. Value ETF has a twelve month low of $80.14 and a twelve month high of $108.20.

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

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

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.