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IUSV

iShares Core S&P U.S. Value ETF
1W: -1.3% 1M: -0.7% 3M: +3.9% YTD: +10.6% 1Y: +17.5% 3Y: +53.5% 5Y: +68.6%
$113.89
+1.02 (+0.90%)
 
Weekly Expected Move ±1.2%
$111 $113 $114 $115 $117
ETF NASDAQ · AUM $27.6B
Key Statistics
AUM$27.6B
Holdings734
Top 10 Wt22.5%
Volume486,808
Avg Volume612,048
Beta0.84
Portfolio Fundamentals
P/E30.2
P/B10.1
Div Yield1.75%
ROE35.5%
% Profitable93%
Inception2000-08-04
Sector Allocation
Technology 20.8%
Financial Services 15.9%
Healthcare 12.4%
Industrials 10.4%
Consumer Cyclical 10.1%
Consumer Defensive 8.3%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 APPLE AAPL 7.34% $2.0B 6,419,158
2 AMAZON.COM INC AMZN 3.68% $1.0B 4,021,604
3 EXXONMOBIL HOLDINGS CORP XOM 2.16% $595.0M 3,623,126
4 INTEL CORPORATION INTC 1.66% $458.7M 4,317,436
5 WALMART INC WMT 1.47% $405.6M 3,832,123
6 BANK OF AMERICA BAC 1.30% $357.7M 5,706,924
7 COSTCO WHOLESALE CORP COST 1.27% $350.0M 387,800
8 CHEVRON CVX 1.27% $349.9M 1,636,417
9 TESLA INC TSLA 1.25% $344.0M 935,132
10 MERCK & CO INC MRK 1.15% $318.5M 2,158,890

Recent Holding Changes

Date Holding Change Details
2026-09-11 ANTM Changed 189283 → 189361
2026-09-11 MRVL Changed 404436 → 405712
2026-09-11 CCI Changed 379263 → 382710
2026-09-11 ES Changed 327546 → 327680
2026-09-11 WEX Changed 12893 → 12899

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms