Waverly Advisors LLC Has $972.02 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Waverly Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,297,944 shares of the ETF’s stock after purchasing an additional 48,868 shares during the period. iShares Core S&P 500 ETF accounts for approximately 5.7% of Waverly Advisors LLC’s investment portfolio, making the stock its biggest position. Waverly Advisors LLC owned approximately 0.11% of iShares Core S&P 500 ETF worth $972,018,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IVV. Blalock Williams LLC grew its holdings in iShares Core S&P 500 ETF by 74.9% during the 2nd quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after acquiring an additional 7,130 shares during the period. Atria Investments Inc lifted its holdings in iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after acquiring an additional 30,777 shares during the period. FDx Advisors Inc. grew its holdings in iShares Core S&P 500 ETF by 40.7% during the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after purchasing an additional 4,051 shares during the period. Cornerstone Planning Group LLC raised its position in shares of iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares during the period. Finally, Compass Financial Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the second quarter valued at $3,601,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.6%

Shares of IVV traded down $4.72 during mid-day trading on Tuesday, reaching $769.20. 16,202,958 shares of the stock traded hands, compared to its average volume of 7,832,752. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $783.09. The company has a market cap of $893.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average price of $761.70 and a 200 day moving average price of $728.47.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

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.