iShares S&P 500 Value ETF $IVE is McNaughton Wealth Management LLC’s 3rd Largest Position

McNaughton Wealth Management LLC grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 30.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 80,457 shares of the company’s stock after purchasing an additional 18,841 shares during the quarter. iShares S&P 500 Value ETF makes up about 7.0% of McNaughton Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. McNaughton Wealth Management LLC’s holdings in iShares S&P 500 Value ETF were worth $17,062,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. FLP Wealth Management LLC raised its stake in shares of iShares S&P 500 Value ETF by 628.5% during the third quarter. FLP Wealth Management LLC now owns 16,727 shares of the company’s stock worth $3,454,000 after acquiring an additional 14,431 shares in the last quarter. Great Point Wealth Advisors LLC bought a new stake in shares of iShares S&P 500 Value ETF in the 3rd quarter worth approximately $2,478,000. Detalus Advisors LLC boosted its stake in shares of iShares S&P 500 Value ETF by 3.6% in the 3rd quarter. Detalus Advisors LLC now owns 84,033 shares of the company’s stock valued at $17,354,000 after purchasing an additional 2,909 shares in the last quarter. Curbstone Financial Management Corp bought a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at $564,000. Finally, BIP Wealth LLC grew its holdings in shares of iShares S&P 500 Value ETF by 185.4% during the 3rd quarter. BIP Wealth LLC now owns 6,001 shares of the company’s stock valued at $1,239,000 after purchasing an additional 3,898 shares during the last quarter.

iShares S&P 500 Value ETF Stock Up 0.3%

Shares of NYSEARCA:IVE opened at $210.24 on Wednesday. The stock has a market cap of $47.49 billion, a PE ratio of 20.70 and a beta of 0.89. The company’s fifty day moving average is $217.45 and its 200 day moving average is $212.11. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $223.05.

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.