iShares S&P 500 Value ETF $IVE is Financial Life Advisors’ 2nd Largest Position

Financial Life Advisors decreased its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.4% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 162,970 shares of the company’s stock after selling 3,992 shares during the period. iShares S&P 500 Value ETF comprises about 10.5% of Financial Life Advisors’ investment portfolio, making the stock its 2nd biggest holding. Financial Life Advisors owned 0.08% of iShares S&P 500 Value ETF worth $37,004,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IVE. Rockwood Wealth Management LLC lifted its holdings in shares of iShares S&P 500 Value ETF by 2.7% in the first quarter. Rockwood Wealth Management LLC now owns 1,785 shares of the company’s stock valued at $377,000 after purchasing an additional 47 shares in the last quarter. Flagship Private Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF by 1.1% in the fourth quarter. Flagship Private Wealth LLC now owns 4,250 shares of the company’s stock worth $901,000 after buying an additional 48 shares during the period. Patten & Patten Inc. TN grew its holdings in shares of iShares S&P 500 Value ETF by 4.8% during the fourth quarter. Patten & Patten Inc. TN now owns 1,048 shares of the company’s stock valued at $222,000 after buying an additional 48 shares in the last quarter. Rossby Financial LCC grew its holdings in shares of iShares S&P 500 Value ETF by 6.6% during the fourth quarter. Rossby Financial LCC now owns 807 shares of the company’s stock valued at $171,000 after buying an additional 50 shares in the last quarter. Finally, Smith Chas P & Associates PA Cpas raised its position in iShares S&P 500 Value ETF by 3.2% during the fourth quarter. Smith Chas P & Associates PA Cpas now owns 1,697 shares of the company’s stock valued at $360,000 after buying an additional 52 shares during the period.

iShares S&P 500 Value ETF Trading Down 0.3%

NYSEARCA:IVE opened at $236.53 on Tuesday. The business’s fifty day moving average price is $232.73 and its 200 day moving average price is $224.69. The firm has a market capitalization of $49.99 billion, a price-to-earnings ratio of 20.70 and a beta of 0.82. iShares S&P 500 Value ETF has a 1-year low of $201.22 and a 1-year high of $239.93.

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.