Retirement Wealth Solutions LLC Boosts Position in iShares S&P 500 Value ETF $IVE

Retirement Wealth Solutions LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 17.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,698 shares of the company’s stock after buying an additional 2,834 shares during the period. iShares S&P 500 Value ETF comprises 2.5% of Retirement Wealth Solutions LLC’s investment portfolio, making the stock its 11th largest position. Retirement Wealth Solutions LLC’s holdings in iShares S&P 500 Value ETF were worth $3,861,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IVE. United Services Automobile Association acquired a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter valued at $26,000. Harbor Asset Planning Inc. purchased a new position in iShares S&P 500 Value ETF in the second quarter valued at about $30,000. Flaharty Asset Management LLC acquired a new position in shares of iShares S&P 500 Value ETF during the first quarter worth about $33,000. Ryan Investment Management Inc. purchased a new stake in shares of iShares S&P 500 Value ETF in the second quarter worth about $36,000. Finally, Atwood & Palmer Inc. acquired a new stake in shares of iShares S&P 500 Value ETF in the second quarter valued at about $38,000.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $210.71 on Thursday. The firm has a market capitalization of $42.97 billion, a PE ratio of 20.70 and a beta of 0.89. iShares S&P 500 Value ETF has a one year low of $165.45 and a one year high of $214.90. The stock’s 50 day moving average price is $209.19 and its 200 day moving average price is $202.71.

iShares S&P 500 Value ETF 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.