Carolinas Wealth Consulting LLC Raises Holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Carolinas Wealth Consulting LLC grew its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 31.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,733 shares of the company’s stock after buying an additional 2,566 shares during the quarter. Carolinas Wealth Consulting LLC’s holdings in iShares S&P 500 Value ETF were worth $1,954,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Palisade Asset Management LLC bought a new position in iShares S&P 500 Value ETF in the first quarter worth approximately $26,000. Vima LLC bought a new position in shares of iShares S&P 500 Value ETF in the 4th quarter worth $27,000. CarsonAllaria Wealth Management Ltd. lifted its stake in shares of iShares S&P 500 Value ETF by 289.5% during the 1st quarter. CarsonAllaria Wealth Management Ltd. now owns 148 shares of the company’s stock worth $28,000 after purchasing an additional 110 shares during the last quarter. Northwest Investment Counselors LLC bought a new stake in iShares S&P 500 Value ETF during the first quarter valued at about $29,000. Finally, Fortis Group Advisors LLC grew its stake in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Fortis Group Advisors LLC now owns 200 shares of the company’s stock valued at $35,000 after purchasing an additional 100 shares during the last quarter.

iShares S&P 500 Value ETF Stock Performance

Shares of iShares S&P 500 Value ETF stock opened at $195.16 on Thursday. iShares S&P 500 Value ETF has a one year low of $147.23 and a one year high of $197.39. The company has a market capitalization of $34.96 billion, a PE ratio of 23.79 and a beta of 0.81. The company has a 50-day simple moving average of $190.19 and a two-hundred day simple moving average of $185.08.

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.