West Wealth Group LLC Has $42.10 Million Stock Position in iShares S&P 500 Value ETF $IVE

West Wealth Group LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.2% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 203,887 shares of the company’s stock after buying an additional 6,340 shares during the period. iShares S&P 500 Value ETF makes up 9.5% of West Wealth Group LLC’s investment portfolio, making the stock its 2nd biggest holding. West Wealth Group LLC owned about 0.10% of iShares S&P 500 Value ETF worth $42,101,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. United Services Automobile Association acquired a new position in iShares S&P 500 Value ETF in the 2nd quarter valued at approximately $26,000. Harbor Asset Planning Inc. acquired a new stake in shares of iShares S&P 500 Value ETF during the 2nd quarter worth approximately $30,000. Ryan Investment Management Inc. bought a new stake in shares of iShares S&P 500 Value ETF during the second quarter valued at approximately $36,000. Tripletail Wealth Management LLC acquired a new position in shares of iShares S&P 500 Value ETF in the third quarter valued at $37,000. Finally, Atwood & Palmer Inc. bought a new position in iShares S&P 500 Value ETF in the second quarter worth $38,000.

iShares S&P 500 Value ETF Price Performance

IVE opened at $217.40 on Monday. The company has a market capitalization of $49.21 billion, a P/E ratio of 20.70 and a beta of 0.89. The firm’s fifty day moving average price is $211.31 and its two-hundred day moving average price is $205.50. iShares S&P 500 Value ETF has a fifty-two week low of $165.45 and a fifty-two week high of $217.69.

About iShares S&P 500 Value ETF

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.