Watts Gwilliam & Co. LLC Has $22.15 Million Holdings in iShares S&P 500 Value ETF $IVE

Watts Gwilliam & Co. LLC boosted its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 6.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 108,479 shares of the company’s stock after acquiring an additional 6,279 shares during the quarter. iShares S&P 500 Value ETF makes up approximately 3.8% of Watts Gwilliam & Co. LLC’s portfolio, making the stock its 3rd largest holding. Watts Gwilliam & Co. LLC owned 0.05% of iShares S&P 500 Value ETF worth $22,151,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. United Services Automobile Association bought a new position in shares of iShares S&P 500 Value ETF during the 2nd quarter valued at $26,000. Harbor Asset Planning Inc. acquired a new position in iShares S&P 500 Value ETF during the second quarter worth $30,000. Flaharty Asset Management LLC bought a new position in iShares S&P 500 Value ETF during the first quarter valued at about $33,000. Ryan Investment Management Inc. acquired 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 worth about $38,000.

iShares S&P 500 Value ETF Stock Performance

Shares of NYSEARCA IVE opened at $213.65 on Monday. The business’s 50-day simple moving average is $208.97 and its 200-day simple moving average is $202.32. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $214.90. The firm has a market cap of $43.57 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89.

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.