McNaughton Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 12.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,114 shares of the company’s stock after buying an additional 6,560 shares during the quarter. iShares S&P 500 Value ETF comprises 5.3% of McNaughton Wealth Management LLC’s investment portfolio, making the stock its 4th biggest holding. McNaughton Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $11,943,000 as of its most recent SEC filing.
Several other hedge funds have also modified their holdings of IVE. Brighton Jones LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.8% in the 4th quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock valued at $2,679,000 after buying an additional 112 shares during the period. Millennium Management LLC increased its stake in iShares S&P 500 Value ETF by 101.3% in the 4th quarter. Millennium Management LLC now owns 3,334 shares of the company’s stock valued at $636,000 after purchasing an additional 1,678 shares in the last quarter. NBC Securities Inc. increased its stake in iShares S&P 500 Value ETF by 104,350.0% in the 1st quarter. NBC Securities Inc. now owns 2,089 shares of the company’s stock valued at $398,000 after purchasing an additional 2,087 shares in the last quarter. Beacon Financial Group increased its stake in iShares S&P 500 Value ETF by 1.3% in the 1st quarter. Beacon Financial Group now owns 5,307 shares of the company’s stock valued at $1,011,000 after purchasing an additional 66 shares in the last quarter. Finally, Annex Advisory Services LLC increased its stake in iShares S&P 500 Value ETF by 6.1% in the 1st quarter. Annex Advisory Services LLC now owns 1,519 shares of the company’s stock valued at $289,000 after purchasing an additional 88 shares in the last quarter.
iShares S&P 500 Value ETF Price Performance
NYSEARCA IVE opened at $207.84 on Friday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $208.86. The company has a market capitalization of $41.99 billion, a P/E ratio of 20.70 and a beta of 0.94. The business has a 50 day moving average price of $202.31 and a 200 day moving average price of $193.43.
iShares S&P 500 Value ETF Company Profile
iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics.
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