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  • Fund Type: ETF
  • Objective: Value-Large Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

iShares S&P 500 Value Index Fund

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IVE:US

77.7500 USD 0.1100 0.14%

As of 20:04:02 ET on 05/24/2013.

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Snapshot for iShares S&P 500 Value Index Fund (IVE)

Open: 77.4600 High - Low: 77.7799 - 77.1800 Primary Exchange: NYSE Arca
Volume: 465,516 52-Week Range: 57.6600 - 79.5000 Beta vs SPTRSVX: 0.9929

ETF Chart for IVE

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  • IVE:US 77.7500
  • 1D
  • 1M
  • 1Y
77.7500
Interactive IVE Chart

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Fund Profile & Information for IVE

iShares S&P 500 Value Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the S&P 500 Value Index. The Fund uses a Replication strategy to obtain its objective. The Index measures the performance of the large-capitalization value sector of the U.S. equity market.

Inception Date: 2000-05-22 Telephone: 1-415-670-2000
Managers: GREG SAVAGE
Web Site: www.ishares.com

Fundamentals for IVE

NAV (on 2013-05-24) 77.7600
Assets (M) (on 2013-05-24) 6,057.2140
Shares out (M) 77.90
Market Cap (M) 6,056.73
% Premium -0.01
Average 52-Week % Premium -0.0055
Fund Leveraged N

Dividends for IVE

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net -
Dividend Yield (ttm) 2.05%

Performance for IVE

1-Month +4.56% 1-Year +32.35%
3-Month +8.98% 3-Year +16.93%
Year To Date +17.72% 5-Year +4.61%
Expense Ratio 0.18

Top Fund Holdings for IVE

Filing Date: 05/23/2013
Name Position Value % of Total
General Electric Co 8,726,835 206,476,916 3.425%
Chevron Corp 1,630,425 204,455,295 3.391%
JPMorgan Chase & Co 3,212,208 171,371,297 2.843%
Berkshire Hathaway Inc 1,530,740 170,356,055 2.826%
AT&T Inc 4,608,855 169,329,333 2.809%
Wells Fargo & Co 4,113,939 164,598,699 2.730%
Exxon Mobil Corp 1,729,698 158,768,979 2.634%
Citigroup Inc 2,550,243 128,863,779 2.137%
Wal-Mart Stores Inc 1,403,719 107,145,871 1.777%
Microsoft Corp 2,846,966 97,223,889 1.613%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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