Maia Wealth LLC Grows Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Maia Wealth LLC grew its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 8.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,640 shares of the company’s stock after acquiring an additional 2,167 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 1.1% of Maia Wealth LLC’s portfolio, making the stock its 19th biggest holding. Maia Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $5,278,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in IVE. Kentucky Trust Co acquired a new position in iShares S&P 500 Value ETF in the 4th quarter valued at $29,000. Thurston Springer Miller Herd & Titak Inc. increased its stake in iShares S&P 500 Value ETF by 100.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 152 shares of the company’s stock valued at $29,000 after purchasing an additional 76 shares during the last quarter. Providence First Trust Co acquired a new stake in iShares S&P 500 Value ETF in the 4th quarter worth about $31,000. Centricity Wealth Management LLC purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at about $34,000. Finally, Perkins Coie Trust Co purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at about $35,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $197.20 on Friday. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63. The firm’s 50-day simple moving average is $194.49 and its 200-day simple moving average is $196.23. The firm has a market cap of $35.97 billion, a P/E ratio of 22.47 and a beta of 0.95.

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.