FWG Investments LLC. Takes $675,000 Position in iShares S&P 500 Value ETF $IVE

Posted by Casey Walker on Oct 31st, 2025

FWG Investments LLC. purchased a new stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,453 shares of the company’s stock, valued at approximately $675,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IVE. Cloud Capital Management LLC purchased a new stake in iShares S&P 500 Value ETF during the 1st quarter valued at $27,000. Mowery & Schoenfeld Wealth Management LLC bought a new position in shares of iShares S&P 500 Value ETF during the first quarter valued at $29,000. Harbor Asset Planning Inc. purchased a new stake in shares of iShares S&P 500 Value ETF during the second quarter valued at $30,000. Nemes Rush Group LLC increased its holdings in iShares S&P 500 Value ETF by 625.0% in the 1st quarter. Nemes Rush Group LLC now owns 174 shares of the company’s stock worth $33,000 after buying an additional 150 shares in the last quarter. Finally, Flaharty Asset Management LLC bought a new stake in iShares S&P 500 Value ETF in the 1st quarter worth about $33,000.

iShares S&P 500 Value ETF Stock Performance

IVE opened at $208.33 on Friday. The stock has a market capitalization of $42.27 billion, a P/E ratio of 20.70 and a beta of 0.89. The company’s 50-day simple moving average is $205.51 and its two-hundred day simple moving average is $196.63. iShares S&P 500 Value ETF has a 52-week low of $165.45 and a 52-week high of $211.83.

iShares S&P 500 Value ETF Profile

(Free Report)

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.