RCS Financial Planning LLC Has $5.24 Million Stake in iShares S&P 500 Value ETF $IVE

RCS Financial Planning LLC raised its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 50.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,695 shares of the company’s stock after buying an additional 8,230 shares during the quarter. iShares S&P 500 Value ETF accounts for 2.3% of RCS Financial Planning LLC’s investment portfolio, making the stock its 13th largest holding. RCS Financial Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $5,237,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in iShares S&P 500 Value ETF by 0.8% in the fourth quarter. Brighton Jones LLC now owns 14,034 shares of the company’s stock worth $2,679,000 after purchasing an additional 112 shares during the period. Great Lakes Advisors LLC increased its position in iShares S&P 500 Value ETF by 6,385.7% in the 1st quarter. Great Lakes Advisors LLC now owns 454 shares of the company’s stock valued at $83,000 after buying an additional 447 shares in the last quarter. Schnieders Capital Management LLC. acquired a new stake in iShares S&P 500 Value ETF in the second quarter valued at approximately $550,000. Russell Investments Group Ltd. raised its position in shares of iShares S&P 500 Value ETF by 28.8% during the second quarter. Russell Investments Group Ltd. now owns 2,131 shares of the company’s stock worth $416,000 after purchasing an additional 477 shares during the period. Finally, Edgestream Partners L.P. bought a new position in shares of iShares S&P 500 Value ETF in the 2nd quarter worth $368,000.

iShares S&P 500 Value ETF Trading Up 1.7%

IVE opened at $211.15 on Wednesday. iShares S&P 500 Value ETF has a 1-year low of $165.45 and a 1-year high of $223.05. The company has a market cap of $47.70 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The company’s fifty day moving average price is $216.74 and its two-hundred day moving average price is $212.33.

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. 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.