OneDigital Investment Advisors LLC Boosts Stock Position in iShares S&P 500 Value ETF $IVE

Posted by Jeff Wilder on Feb 22nd, 2026

OneDigital Investment Advisors LLC lifted its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 718,063 shares of the company’s stock after purchasing an additional 29,888 shares during the quarter. iShares S&P 500 Value ETF comprises about 1.5% of OneDigital Investment Advisors LLC’s holdings, making the stock its 13th largest holding. OneDigital Investment Advisors LLC owned 0.35% of iShares S&P 500 Value ETF worth $148,287,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. United Services Automobile Association acquired a new stake in shares of iShares S&P 500 Value ETF in the 2nd quarter worth $26,000. Center for Financial Planning Inc. acquired a new position in shares of iShares S&P 500 Value ETF during the 3rd quarter valued at about $32,000. Tripletail Wealth Management LLC purchased a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at about $37,000. Rossmore Private Capital purchased a new stake in shares of iShares S&P 500 Value ETF in the third quarter valued at about $44,000. Finally, Cloud Capital Management LLC acquired a new stake in iShares S&P 500 Value ETF during the third quarter worth about $45,000.

iShares S&P 500 Value ETF Price Performance

Shares of IVE stock opened at $221.19 on Friday. The company has a market capitalization of $49.97 billion, a PE ratio of 20.70 and a beta of 0.89. The firm’s 50-day moving average is $216.60 and its two-hundred day moving average is $209.88. iShares S&P 500 Value ETF has a 12 month low of $165.45 and a 12 month high of $223.05.

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. 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.