iShares S&P 500 Value ETF (NYSEARCA:IVE) is Stegner Investment Associates Inc.’s 9th Largest Position

Stegner Investment Associates Inc. trimmed its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 0.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,213 shares of the company’s stock after selling 137 shares during the period. iShares S&P 500 Value ETF comprises approximately 2.3% of Stegner Investment Associates Inc.’s portfolio, making the stock its 9th biggest holding. Stegner Investment Associates Inc.’s holdings in iShares S&P 500 Value ETF were worth $3,394,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of IVE. Centaurus Financial Inc. increased its position in iShares S&P 500 Value ETF by 58.2% during the fourth quarter. Centaurus Financial Inc. now owns 4,375 shares of the company’s stock worth $761,000 after buying an additional 1,609 shares during the last quarter. Scarborough Advisors LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth $42,000. Vima LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth $27,000. Fortis Group Advisors LLC increased its position in iShares S&P 500 Value ETF by 100.0% during the fourth quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock worth $35,000 after buying an additional 100 shares during the last quarter. Finally, Fisher Asset Management LLC acquired a new position in iShares S&P 500 Value ETF during the fourth quarter worth $251,000.

iShares S&P 500 Value ETF Trading Up 0.4 %

iShares S&P 500 Value ETF stock traded up $0.74 during mid-day trading on Monday, hitting $199.18. 405,080 shares of the company’s stock were exchanged, compared to its average volume of 691,385. The stock has a market cap of $35.68 billion, a P/E ratio of 23.79 and a beta of 0.81. iShares S&P 500 Value ETF has a 1-year low of $147.23 and a 1-year high of $199.21. The stock has a 50 day moving average of $193.02 and a two-hundred day moving average of $186.73.

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.