Holistic Planning LLC cut its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,823 shares of the company’s stock after selling 176 shares during the quarter. iShares S&P 500 Value ETF comprises about 0.8% of Holistic Planning LLC’s holdings, making the stock its 27th largest position. Holistic Planning LLC’s holdings in iShares S&P 500 Value ETF were worth $2,253,000 at the end of the most recent reporting period.
Other hedge funds have also recently made changes to their positions in the company. Pinney & Scofield Inc. bought a new position in shares of iShares S&P 500 Value ETF during the 4th quarter worth $26,000. Providence First Trust Co purchased a new stake in iShares S&P 500 Value ETF during the fourth quarter valued at about $31,000. IMG Wealth Management Inc. purchased a new stake in iShares S&P 500 Value ETF during the first quarter valued at about $34,000. SJS Investment Consulting Inc. bought a new position in iShares S&P 500 Value ETF during the first quarter worth about $37,000. Finally, Fourth Dimension Wealth LLC purchased a new position in shares of iShares S&P 500 Value ETF in the first quarter worth about $38,000.
iShares S&P 500 Value ETF Stock Up 0.5%
NYSEARCA IVE opened at $193.52 on Friday. The firm has a market cap of $38.86 billion, a P/E ratio of 20.88 and a beta of 0.94. The company’s 50 day moving average is $187.73 and its 200-day moving average is $190.01. iShares S&P 500 Value ETF has a 12-month low of $165.45 and a 12-month high of $206.63.
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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