Stonehage Fleming Financial Services Holdings Ltd Has $22.19 Million Stake in iShares Core S&P 500 ETF $IVV

Stonehage Fleming Financial Services Holdings Ltd reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 32,394 shares of the company’s stock after selling 3,410 shares during the quarter. iShares Core S&P 500 ETF makes up 0.7% of Stonehage Fleming Financial Services Holdings Ltd’s investment portfolio, making the stock its 18th largest holding. Stonehage Fleming Financial Services Holdings Ltd’s holdings in iShares Core S&P 500 ETF were worth $22,188,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in the stock. Define Financial LLC boosted its position in iShares Core S&P 500 ETF by 9.8% during the fourth quarter. Define Financial LLC now owns 570 shares of the company’s stock worth $390,000 after purchasing an additional 51 shares during the period. Signal Advisors Wealth LLC raised its position in shares of iShares Core S&P 500 ETF by 8.7% in the fourth quarter. Signal Advisors Wealth LLC now owns 9,318 shares of the company’s stock valued at $6,382,000 after purchasing an additional 748 shares during the period. Ferguson Wellman Capital Management Inc. raised its position in shares of iShares Core S&P 500 ETF by 3.7% in the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 202,547 shares of the company’s stock valued at $138,733,000 after purchasing an additional 7,255 shares during the period. Exchange Bank lifted its stake in shares of iShares Core S&P 500 ETF by 2.3% in the fourth quarter. Exchange Bank now owns 1,104 shares of the company’s stock worth $756,000 after buying an additional 25 shares during the last quarter. Finally, NerdWallet Wealth Partners LLC lifted its stake in shares of iShares Core S&P 500 ETF by 10.1% in the fourth quarter. NerdWallet Wealth Partners LLC now owns 109,007 shares of the company’s stock worth $74,569,000 after buying an additional 9,962 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Technical/breadth indicators point to a possible countertrend rally that could limit further downside for the S&P 500 and support IVV if it re-accelerates. Read More.
• Positive Sentiment: Earlier optimism about Iran ceasefire prospects lifted US indices; any return of that optimism would help IVV recover some losses. Read More.
• Neutral Sentiment: Idiosyncratic trading (e.g., Best Buy jumping on GameStop acquisition rumors) can cause rotation within the index but is unlikely to move IVV materially on its own. Read More.
• Neutral Sentiment: Longer-term themes such as dividend-selection interest exist, but they are less likely to change IVV’s near-term direction because IVV tracks the broad market rather than high-yield subsets. Read More.
• Negative Sentiment: Geopolitical escalation and a near-term Trump deadline for strikes on Iran’s energy infrastructure have pushed oil higher and futures lower, a direct risk-off catalyst weighing on the S&P 500 and IVV. Read More.
• Negative Sentiment: Micron’s slide into a bear market and sharp P/E compression highlights renewed selling in semiconductor/tech names, which makes up a large share of IVV and contributes to its weakness. Read More.
• Negative Sentiment: Macro commentary arguing the AI-driven run may be peaking adds to negative sentiment for growth and software sectors, pressuring index-level returns. Read More.

iShares Core S&P 500 ETF Trading Down 1.8%

NYSEARCA IVV opened at $648.01 on Friday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The company has a fifty day simple moving average of $683.41 and a 200 day simple moving average of $679.81. The company has a market cap of $712.29 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.