NYSEARCA:IVE iShares S&P 500 Value ETF (IVE) Price, Holdings, & News → The “Perfect Storm” for Gold (From Gold Safe Exchange) (Ad) Free IVE Stock Alerts $176.58 -0.12 (-0.07%) (As of 04/17/2024 ET) Add Compare Share Share Today's Range$176.09▼$177.6850-Day Range$174.27▼$186.8152-Week Range$147.23▼$187.24Volume869,976 shsAverage Volume1.00 million shsMarket Capitalization$31.69 billionAssets Under Management$31.73 billionDividend Yield1.73%Net Expense Ratio0.18% Stock AnalysisStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings Get iShares S&P 500 Value ETF alerts: Email Address About iShares S&P 500 Value ETF (NYSEARCA:IVE)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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index. The Index is a subset of the S&P 500 and consists of those stocks exhibiting the strongest value characteristics in the S&P 500 Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.Read More IVE Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart IVE ETF News HeadlinesApril 16, 2024 | seekingalpha.comIVE iShares S&P 500 Value ETFApril 14, 2024 | seekingalpha.comIVE: Solid Value ETF That Is A Bit PriceyApril 18, 2024 | Gold Safe Exchange (Ad)The “Perfect Storm” for GoldGold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.April 11, 2024 | investorplace.comWall Street Favorites: 3 ETFs With Strong Buy Ratings for April 2024March 28, 2024 | theglobeandmail.comStock market today: S&P 500 sets a record after Wall Streets breaks out of its lullMarch 28, 2024 | msn.comCompare with iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX)March 26, 2024 | theglobeandmail.comPalantir Stock Is Treading Water - Good for Short-Put Trades That Yield 2.0% in 3 WeeksMarch 24, 2024 | msn.comiShares S&P 500 Value ETF declares quarterly distribution of $0.8423April 18, 2024 | Gold Safe Exchange (Ad)The “Perfect Storm” for GoldGold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.March 18, 2024 | msn.comChina's economy shows signs of improvement, but its property sector is still in the doldrumsSee More Headlines Receive IVE Stock News and Ratings via Email Sign-up to receive the latest news and ratings for iShares S&P 500 Value ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssueriShares Fund NameiShares S&P 500 Value ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:IVE Inception Date5/22/2000 Fund ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason Webwww.iShares.com Phone+1-800-4742737Fund Focus Asset ClassEquity BenchmarkS&P 500(R) Value Index CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings446 Fund Statistics Assets Under Management$31.73 billion Average Daily Volume$611,804.40 Discount/Premium-0.07% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorBlackRock Fund Advisors CustodianThe Bank of New York Mellon Corporation DistributorBlackRock Investments, LLC Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerLatour Trading Options OptionableOptionable Options Volume7 Put Options20 Call Options7 Short Interest590,400 shs Miscellaneous Outstanding Shares179,450,000Beta0.87 Creation Unit50,000 Creation Fee$705.00 5G Stocks: The Path Forward is ProfitableClick the link below and we'll send you MarketBeat's guide to investing in 5G and which 5G stocks show the most promise. Get This Free Report Ad Gold Safe ExchangeThe “Perfect Storm” for GoldGold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.Click here now to download the free Precious Metals Buying Guide! iShares S&P 500 Value ETF ExpensesTypeIVELarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.18%0.57%0.54%0.50%0.51%Other Expenses0.00%0.29%0.54%0.64%0.58%Total Expense0.18%0.64%0.70%0.74%0.70%Fee Waiver0.00%-0.19%-0.55%-0.68%-0.57%Net Expense0.18%0.61%0.60%0.58%0.58% iShares S&P 500 Value ETF (IVE) Holdings & ExposureTop 10 IVE HoldingsBerkshire Hathaway(NYSE:BRK.B)Holding Weight: 3.84%JPMorgan Chase & Co.(NYSE:JPM)Holding Weight: 2.91%Exxon Mobil(NYSE:XOM)Holding Weight: 2.43%Johnson & Johnson(NYSE:JNJ)Holding Weight: 1.85%Chevron(NYSE:CVX)Holding Weight: 1.42%UnitedHealth Group(NYSE:UNH)Holding Weight: 1.33%Bank of America(NYSE:BAC)Holding Weight: 1.31%Walmart(NYSE:WMT)Holding Weight: 1.30%Home Depot(NYSE:HD)Holding Weight: 1.15%Procter & Gamble(NYSE:PG)Holding Weight: 1.14%IVE Sector ExposureIVE Industry ExposureFull Holdings Details Key ExecutivesGeorge G. C. Parker Ph.D. (Age 78)Independent Chairman of the Board of Trustees Michael Arthur Latham (Age 51)President, Trustee Jack Gee (Age 57)Chief Financial Officer, Treasurer Geoffrey D. FlynnChief Operating Officer, Executive Vice PresidentAmy Schioldager (Age 56)Executive Vice President Ira P. Shapiro (Age 52)Vice President, Chief Legal Officer Matt TuckerVice PresidentEilleen M. Clavere (Age 61)Secretary Cecilia H. Herbert (Age 68)Independent Trustee Charles A. Hurty (Age 73)Independent Trustee More ExecutivesSimilar ETFsSPDR Dow Jones Industrial Average ETF TrustNYSEARCA:DIAJPMorgan Equity Premium Income ETFNYSEARCA:JEPISPDR Portfolio S&P 500 ETFNYSEARCA:SPLGVanguard Large-Cap ETFNYSEARCA:VViShares Russell 1000 ETFNYSEARCA:IWBInstitutional OwnershipDumont & Blake Investment Advisors LLCBought 102 shares on 4/17/2024Ownership: 0.006%CRA Financial Services LLCBought 277 shares on 4/17/2024Ownership: 0.003%Fiduciary Alliance LLCBought 70 shares on 4/17/2024Ownership: 0.003%Gradient Capital Advisors LLCBought 66 shares on 4/17/2024Ownership: 0.002%Atticus Wealth Management LLCSold 198 shares on 4/17/2024Ownership: 0.000%View All Institutional Transactions Should I Buy iShares S&P 500 Value ETF Stock? IVE Pros and Cons Explained Pros Here are some ways that investors could benefit from investing in iShares S&P 500 Value ETF: Provides exposure to the large-capitalization value sector of the US equity market, offering diversification benefits by investing in stocks with strong value characteristics. Passively managed ETF, reducing management fees and potentially providing more tax-efficient returns to investors. Tracks the S&P 500 Value Index, which measures the performance of value stocks in the S&P 500, allowing investors to participate in the potential growth of value companies. Invests at least 90% of its assets in securities of the Index, ensuring a high correlation with the performance of the underlying index. BlackRock Fund Advisors (BFA) serves as the investment adviser, bringing expertise and experience in managing the fund's assets effectively. Cons Investors should be bearish about investing in iShares S&P 500 Value ETF for these reasons: Market fluctuations can impact the performance of value stocks, leading to potential volatility in the ETF's returns. Value investing strategies may underperform during certain market conditions, affecting the overall returns of the ETF. Dependent on the performance of the S&P 500 Value Index, limiting exposure to other market segments that could outperform value stocks. ETF's performance may be influenced by macroeconomic factors affecting the US equity market as a whole. Investors should consider the current stock price and evaluate whether it aligns with their investment goals and risk tolerance. These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Wednesday, April 10, 2024. Please send any questions or comments about these iShares S&P 500 Value ETF pros and cons to contact@marketbeat.com. IVE ETF - Frequently Asked Questions How have IVE shares performed in 2024? iShares S&P 500 Value ETF's stock was trading at $173.89 on January 1st, 2024. Since then, IVE shares have increased by 1.5% and is now trading at $176.58. View the best growth stocks for 2024 here. What does IVE invest in? iShares S&P 500 Value ETF is a equity fund issued by iShares. IVE focuses on large cap investments and follows the S&P 500(R) Value Index. The fund's investments total to approximately $31.73 billion assets under management. What stocks does iShares S&P 500 Value ETF hold? IVE invests in 446 holdings. Some of the stocks in their portfolio include Berkshire Hathaway (BRK.B), JPMorgan Chase & Co. (JPM), Exxon Mobil (XOM), Johnson & Johnson (JNJ), Chevron (CVX), UnitedHealth Group (UNH), Bank of America (BAC), Walmart (WMT), Home Depot (HD) and Procter & Gamble (PG). What is the management fee for iShares S&P 500 Value ETF? iShares S&P 500 Value ETF's management fee is 0.18% and has no other recorded expenses or fee waivers. The net expense ratio for IVE is 0.18%. What other stocks do shareholders of iShares S&P 500 Value ETF own? Based on aggregate information from My MarketBeat watchlists, some companies that other iShares S&P 500 Value ETF investors own include AT&T (T), Enterprise Products Partners (EPD), Verizon Communications (VZ), Home Depot (HD), JPMorgan Chase & Co. (JPM), Marathon Petroleum (MPC), Pfizer (PFE), Vanguard High Dividend Yield ETF (VYM), Bank of America (BAC) and Cisco Systems (CSCO). Who are iShares S&P 500 Value ETF's major shareholders? iShares S&P 500 Value ETF's stock is owned by many different institutional and retail investors. Top institutional shareholders include CWM LLC (0.95%), Park Avenue Securities LLC (0.50%), Home Federal Bank of Tennessee (0.22%), Praetorian Wealth Management Inc. (0.18%), Courier Capital LLC (0.17%) and Lpwm LLC (0.15%). How do I buy shares of iShares S&P 500 Value ETF? Shares of IVE stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:IVE) was last updated on 4/18/2024 by MarketBeat.com Staff From Our PartnersHe Is Giving Away BitcoinCrypto Swap Profits[Urgent!] Generational Wealth GameplanCrypto 101 MediaThe “Perfect Storm” for GoldGold Safe ExchangeTop 5 AI Stocks to Buy for 2024Market Moving TrendsTop 5 Tech Stocks to Buy for 2024Daily Market AlertsBiden out June 13; Kamala won’t replace him?Paradigm PressYour Money is Not SafeAmerican AlternativeUrgent alert: open this for a huge profit potentialTimothy Sykes Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. 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