iShares Core S&P 500 ETF $IVV is Sowell Financial Services LLC’s 5th Largest Position

Sowell Financial Services LLC reduced its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.4% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 84,164 shares of the company’s stock after selling 2,029 shares during the quarter. iShares Core S&P 500 ETF accounts for about 2.2% of Sowell Financial Services LLC’s investment portfolio, making the stock its 5th largest position. Sowell Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $56,331,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Flaharty Asset Management LLC bought a new position in shares of iShares Core S&P 500 ETF in the first quarter worth approximately $28,000. Nvwm LLC lifted its position in iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after purchasing an additional 40 shares during the last quarter. Hager Investment Management Services LLC purchased a new position in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $61,000. Rice Partnership LLC grew its stake in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after buying an additional 92 shares in the last quarter. Finally, Creative Capital Management Investments LLC bought a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter worth $80,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

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: Record highs and strong weekly gains for the S&P continue to underpin ETF demand, supporting IVV as investors use passive funds to capture broad market exposure. S&P 500 hits new highs, Morning Squawk
• Positive Sentiment: ETF flows and S&P 500 momentum are highlighted as key drivers heading into 2026, which could keep IVV supported if retail and institutional inflows persist. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Positive Sentiment: Some analysts expect the S&P to grind higher in 2026 (forecasted ~7% gain), which would be constructive for IVV over a 12‑month horizon if forecasts hold. S&P 500 Outlook For 2026
• Neutral Sentiment: Wall Street sees slower S&P gains and a broadened leadership beyond tech in 2026 — this implies potential rotation that could reduce IVV’s short‑term upside if megacap concentration unwinds, but could benefit the ETF longer term via more balanced sector participation. S&P 500, Nasdaq, Dow Forecasts for 2026
• Neutral Sentiment: Analysts emphasize the Fed and Treasury yields as the central story for 2026; lower yields would justify current multiples and help IVV, while rising yields would pressure valuations. S&P 500 2026 Outlook: Why The Fed Is The Whole Story
• Neutral Sentiment: Market commentators note key technical trendlines after the S&P’s recent records; short‑term pullbacks are typical after a strong rally and may present tactical buying opportunities for long‑term IVV holders. Key Trendlines to Watch After S&P 500’s New Records
• Negative Sentiment: The S&P pulled back from last week’s record highs with tech and AI‑linked names (Nvidia, Tesla, Palantir) leading declines — this concentration risk is pressuring IVV today because megacaps make up a large share of the ETF. US midday market brief: S&P 500 dips after record week
• Negative Sentiment: Investor sentiment weakened (Fear & Greed index down) even as it remains in “Greed,” suggesting heightened vulnerability to short‑term volatility that can hurt IVV if risk appetite quickly reverses. S&P 500 Edges Lower But Records Weekly Gain

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $690.91 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $694.70. The stock has a market cap of $725.11 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $681.68 and its 200-day moving average price is $656.54.

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.