Ironwood Wealth Management LLC. Has $21.27 Million Holdings in iShares S&P 500 Value ETF $IVE

Ironwood Wealth Management LLC. lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 3.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,922 shares of the company’s stock after selling 3,040 shares during the quarter. iShares S&P 500 Value ETF comprises approximately 6.3% of Ironwood Wealth Management LLC.’s investment portfolio, making the stock its 4th biggest position. Ironwood Wealth Management LLC.’s holdings in iShares S&P 500 Value ETF were worth $21,272,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Fortitude Family Office LLC raised its holdings in iShares S&P 500 Value ETF by 1.0% in the 4th quarter. Fortitude Family Office LLC now owns 10,399 shares of the company’s stock valued at $2,205,000 after acquiring an additional 99 shares in the last quarter. ADG Wealth Management Group LLC lifted its position in shares of iShares S&P 500 Value ETF by 3.9% during the 4th quarter. ADG Wealth Management Group LLC now owns 63,390 shares of the company’s stock valued at $13,443,000 after acquiring an additional 2,404 shares during the period. Westmount Partners LLC grew its holdings in shares of iShares S&P 500 Value ETF by 1.1% during the 4th quarter. Westmount Partners LLC now owns 6,482 shares of the company’s stock worth $1,375,000 after purchasing an additional 73 shares in the last quarter. Saxony Capital Management LLC acquired a new stake in shares of iShares S&P 500 Value ETF during the 4th quarter worth $2,109,000. Finally, Stewardship Advisors LLC bought a new position in shares of iShares S&P 500 Value ETF in the fourth quarter worth $232,000.

iShares S&P 500 Value ETF Stock Up 1.7%

IVE stock opened at $211.15 on Wednesday. The company has a market cap of $47.70 billion, a PE ratio of 20.70 and a beta of 0.89. The business has a 50-day simple moving average of $216.74 and a 200 day simple moving average of $212.33. iShares S&P 500 Value ETF has a 52 week low of $165.45 and a 52 week high of $223.05.

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. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Underlying Index.