Wealth Quarterback LLC Has $56.87 Million Position in iShares Core S&P 500 ETF $IVV

Wealth Quarterback LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 60.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 83,028 shares of the company’s stock after purchasing an additional 31,201 shares during the period. iShares Core S&P 500 ETF accounts for 20.5% of Wealth Quarterback LLC’s holdings, making the stock its biggest holding. Wealth Quarterback LLC’s holdings in iShares Core S&P 500 ETF were worth $56,869,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IVV. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $331,591,000. Bison Wealth LLC raised its holdings in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after purchasing an additional 45 shares in the last quarter. Russell Investments Group Ltd. lifted its position in shares of iShares Core S&P 500 ETF by 13.0% during the second quarter. Russell Investments Group Ltd. now owns 11,156 shares of the company’s stock valued at $6,927,000 after buying an additional 1,284 shares during the last quarter. Finally, Everstar Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at about $631,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

More iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: U.S. futures jumped after comments suggesting a possible move to end the Iran conflict, supporting a short‑term risk‑on bounce that may stabilize IVV. Read More.
• Positive Sentiment: The S&P 500 earnings yield rose above 5%, implying cheaper aggregate valuations and a potential support level for equities if earnings hold — a constructive backdrop for IVV over time. Read More.
• Positive Sentiment: An institutional buyer (Baron Wealth Management) increased its IVV stake, a small vote of confidence from a portfolio manager that may signal index exposure demand. Read More.
• Neutral Sentiment: Wall Street still maintains year‑end S&P price targets near prior consensus (around 7,700), indicating some strategists view current weakness as pullback rather than a durable trend — mixed for IVV near term. Read More.
• Neutral Sentiment: Sector rotation stories (e.g., REITs yielding above 10‑year Treasuries) may redirect flows within the market; that could mute IVV’s recovery if investors overweight yield sectors. Read More.
• Negative Sentiment: Major selloff drivers: Reuters reports the S&P 500 is closing its worst quarter in four years as inflation and the Iran war rattle markets — core reason IVV is lower today. Read More.
• Negative Sentiment: Analysts warn of further downside (Evercore’s view the S&P could slip to ~6,150) and technicals have flashed a death cross, both raising the risk of more near‑term weakness for IVV. Read More. Read More.
• Negative Sentiment: Rising oil (above $100/bbl) and renewed inflation fears increase recession and rate‑hike concerns, pressuring broad indexes and IVV. Read More.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $634.93 on Tuesday. The company’s 50-day simple moving average is $681.06 and its 200-day simple moving average is $679.87. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The stock has a market capitalization of $697.92 billion, a P/E ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.