Fullcircle Wealth LLC Grows Holdings in iShares S&P 500 Value ETF $IVE

Fullcircle Wealth LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE) by 28.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,416 shares of the company’s stock after acquiring an additional 3,227 shares during the period. iShares S&P 500 Value ETF accounts for about 1.0% of Fullcircle Wealth LLC’s investment portfolio, making the stock its 18th largest position. Fullcircle Wealth LLC’s holdings in iShares S&P 500 Value ETF were worth $2,832,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Envestnet Asset Management Inc. raised its position in shares of iShares S&P 500 Value ETF by 38.8% during the 1st quarter. Envestnet Asset Management Inc. now owns 18,643,646 shares of the company’s stock valued at $3,553,106,000 after purchasing an additional 5,207,877 shares during the period. JPMorgan Chase & Co. boosted its holdings in iShares S&P 500 Value ETF by 5.5% in the 1st quarter. JPMorgan Chase & Co. now owns 17,776,163 shares of the company’s stock worth $3,387,781,000 after buying an additional 922,557 shares during the period. Liberty Wealth Management LLC increased its stake in iShares S&P 500 Value ETF by 1,324.3% in the 1st quarter. Liberty Wealth Management LLC now owns 845,488 shares of the company’s stock worth $161,133,000 after buying an additional 786,127 shares in the last quarter. CWM LLC raised its holdings in iShares S&P 500 Value ETF by 24.6% during the first quarter. CWM LLC now owns 1,806,062 shares of the company’s stock valued at $344,199,000 after acquiring an additional 356,756 shares during the period. Finally, Cetera Investment Advisers raised its holdings in iShares S&P 500 Value ETF by 20.2% during the first quarter. Cetera Investment Advisers now owns 1,960,044 shares of the company’s stock valued at $373,545,000 after acquiring an additional 328,727 shares during the period.

iShares S&P 500 Value ETF Stock Down 0.1%

NYSEARCA IVE opened at $208.50 on Tuesday. The firm has a market cap of $42.52 billion, a price-to-earnings ratio of 20.70 and a beta of 0.89. The business has a 50-day moving average price of $205.73 and a 200-day moving average price of $197.31. iShares S&P 500 Value ETF has a twelve month low of $165.45 and a twelve month high of $211.83.

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.