iShares S&P 500 Value ETF (NYSEARCA:IVE) Position Increased by Stordahl Capital Management Inc.

Stordahl Capital Management Inc. lifted its position in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 9.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,078 shares of the company’s stock after acquiring an additional 1,663 shares during the period. iShares S&P 500 Value ETF comprises approximately 0.9% of Stordahl Capital Management Inc.’s holdings, making the stock its 17th largest position. Stordahl Capital Management Inc.’s holdings in iShares S&P 500 Value ETF were worth $3,949,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in IVE. JPMorgan Chase & Co. lifted its stake in iShares S&P 500 Value ETF by 5.1% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,089 shares of the company’s stock worth $3,320,751,000 after acquiring an additional 861,704 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of iShares S&P 500 Value ETF by 3.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 12,380,397 shares of the company’s stock valued at $2,253,356,000 after purchasing an additional 420,007 shares during the period. LPL Financial LLC lifted its position in shares of iShares S&P 500 Value ETF by 4.9% in the second quarter. LPL Financial LLC now owns 4,258,617 shares of the company’s stock worth $775,111,000 after purchasing an additional 200,427 shares in the last quarter. US Bancorp DE boosted its holdings in shares of iShares S&P 500 Value ETF by 9.9% during the first quarter. US Bancorp DE now owns 1,539,081 shares of the company’s stock worth $287,516,000 after purchasing an additional 139,258 shares during the period. Finally, CWM LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 228.4% during the first quarter. CWM LLC now owns 1,496,348 shares of the company’s stock worth $279,533,000 after purchasing an additional 1,040,767 shares during the period.

iShares S&P 500 Value ETF Stock Performance

iShares S&P 500 Value ETF stock opened at $195.54 on Wednesday. iShares S&P 500 Value ETF has a twelve month low of $147.23 and a twelve month high of $197.63. The firm has a market cap of $35.03 billion, a PE ratio of 23.79 and a beta of 0.81. The firm’s 50 day moving average price is $192.41 and its two-hundred day moving average price is $186.37.

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.