Copia Wealth Management cut its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 6.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,491 shares of the company’s stock after selling 102 shares during the quarter. Copia Wealth Management’s holdings in iShares S&P 500 Value ETF were worth $291,000 at the end of the most recent quarter.
Several other hedge funds also recently added to or reduced their stakes in IVE. Cloud Capital Management LLC purchased a new position in iShares S&P 500 Value ETF in the first quarter valued at about $27,000. Mowery & Schoenfeld Wealth Management LLC purchased a new position in iShares S&P 500 Value ETF in the first quarter valued at about $29,000. Nemes Rush Group LLC raised its position in iShares S&P 500 Value ETF by 625.0% in the first quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock valued at $33,000 after purchasing an additional 150 shares during the period. Flaharty Asset Management LLC purchased a new position in iShares S&P 500 Value ETF in the first quarter valued at about $33,000. Finally, IMG Wealth Management Inc. purchased a new position in iShares S&P 500 Value ETF in the first quarter valued at about $34,000.
iShares S&P 500 Value ETF Price Performance
NYSEARCA:IVE opened at $205.64 on Wednesday. The business’s 50-day moving average is $203.56 and its two-hundred day moving average is $194.20. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $209.12. The firm has a market capitalization of $41.56 billion, a PE ratio of 20.70 and a beta of 0.94.
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.
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