Maxwell Wealth Strategies Inc. Grows Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Maxwell Wealth Strategies Inc. lifted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 2.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 17,308 shares of the company’s stock after purchasing an additional 392 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 1.5% of Maxwell Wealth Strategies Inc.’s holdings, making the stock its 18th largest holding. Maxwell Wealth Strategies Inc.’s holdings in iShares S&P 500 Value ETF were worth $3,398,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Natixis Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF by 5.2% during the 3rd quarter. Natixis Advisors LLC now owns 30,156 shares of the company’s stock valued at $5,946,000 after buying an additional 1,484 shares during the period. Evolution Wealth Advisors LLC grew its position in iShares S&P 500 Value ETF by 40.2% in the third quarter. Evolution Wealth Advisors LLC now owns 1,983 shares of the company’s stock valued at $391,000 after acquiring an additional 569 shares in the last quarter. KCM Investment Advisors LLC raised its stake in shares of iShares S&P 500 Value ETF by 3.7% during the third quarter. KCM Investment Advisors LLC now owns 2,074 shares of the company’s stock valued at $409,000 after purchasing an additional 74 shares during the period. Neumann Capital Management LLC acquired a new position in iShares S&P 500 Value ETF in the 3rd quarter worth $2,052,000. Finally, OneDigital Investment Advisors LLC lifted its stake in shares of iShares S&P 500 Value ETF by 1.4% in the third quarter. OneDigital Investment Advisors LLC now owns 445,878 shares of the company’s stock worth $87,914,000 after acquiring an additional 6,301 shares in the last quarter.

iShares S&P 500 Value ETF Trading Down 0.3 %

iShares S&P 500 Value ETF stock opened at $199.51 on Friday. iShares S&P 500 Value ETF has a 52 week low of $161.43 and a 52 week high of $203.67. The stock has a market cap of $35.74 billion, a P/E ratio of 23.79 and a beta of 0.81. The stock has a 50 day moving average of $197.20 and a 200-day moving average of $189.67.

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.