iShares S&P 500 Value ETF $IVE Shares Sold by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC cut its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 4.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 124,892 shares of the company’s stock after selling 5,838 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 1.4% of JFS Wealth Advisors LLC’s portfolio, making the stock its 16th biggest holding. JFS Wealth Advisors LLC owned approximately 0.06% of iShares S&P 500 Value ETF worth $28,358,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Rockwood Wealth Management LLC grew its holdings in iShares S&P 500 Value ETF by 2.7% in the 1st quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock valued at $377,000 after buying an additional 47 shares during the period. Flagship Private Wealth LLC increased its stake in shares of iShares S&P 500 Value ETF by 1.1% during the 4th quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock valued at $901,000 after acquiring an additional 48 shares during the last quarter. Patten & Patten Inc. TN lifted its holdings in shares of iShares S&P 500 Value ETF by 4.8% during the 4th quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock worth $222,000 after acquiring an additional 48 shares during the period. Bernardo Wealth Planning LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 0.5% during the 4th quarter. Bernardo Wealth Planning LLC now owns 9,495 shares of the company’s stock worth $2,014,000 after acquiring an additional 49 shares during the period. Finally, Stegner Investment Associates Inc. boosted its position in shares of iShares S&P 500 Value ETF by 0.3% in the fourth quarter. Stegner Investment Associates Inc. now owns 16,304 shares of the company’s stock worth $3,457,000 after acquiring an additional 49 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $236.37 on Wednesday. iShares S&P 500 Value ETF has a 1 year low of $198.90 and a 1 year high of $236.97. The firm has a 50 day moving average price of $229.88 and a 200 day moving average price of $222.85. The company has a market cap of $49.96 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82.

About iShares S&P 500 Value ETF

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.