iShares Core S&P 500 ETF $IVV Stock Position Raised by WealthPLAN Partners LLC

WealthPLAN Partners LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 33.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 31,516 shares of the company’s stock after purchasing an additional 7,943 shares during the period. iShares Core S&P 500 ETF makes up approximately 4.0% of WealthPLAN Partners LLC’s holdings, making the stock its 3rd largest position. WealthPLAN Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $20,587,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock worth $23,176,806,000 after buying an additional 409,816 shares during the last quarter. Marshall Wace LLP increased its position in iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock valued at $22,228,289,000 after acquiring an additional 4,928,585 shares during the last quarter. Creative Planning lifted its holdings in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after acquiring an additional 505,293 shares during the period. Bank of America Corp DE lifted its holdings in iShares Core S&P 500 ETF by 27.7% in the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock valued at $14,860,784,000 after acquiring an additional 4,709,612 shares during the period. Finally, Corient Private Wealth LLC boosted its position in iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $751.08 on Wednesday. The stock’s 50-day simple moving average is $743.93 and its two-hundred day simple moving average is $705.75. The stock has a market capitalization of $887.85 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $621.05 and a 52-week high of $764.00.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Several Wall Street strategists remain constructive on U.S. stocks, with Ed Yardeni reiterating an S&P 500 target of 8,250 by year-end and other commentators saying the index still has room to climb as earnings hold up. Article Title
• Positive Sentiment: Recent commentary also points to favorable earnings growth expectations, reasonable valuations, and the S&P 500’s strong recent run as support for continued upside in broad-market ETFs like IVV. Article Title
• Positive Sentiment: Some analysis says the S&P 500 has more upside left this year, citing technical strength and the possibility that broad index gains can continue even after a recent pullback in large-cap leaders. Article Title
• Neutral Sentiment: The S&P 500 recently had its best week in two months, showing underlying momentum that can help support IVV, though this is partly offset by broader market rotation. Article Title
• Negative Sentiment: Short-term pressure is coming from a chip selloff and renewed AI bubble worries, which dragged the Nasdaq and S&P 500 lower as investors rotated out of tech and into defensive sectors. Article Title
• Negative Sentiment: Bank of America strategist Savita Subramanian warned that the market may face risks ahead and questioned continued enthusiasm for Magnificent Seven and other megacap tech names, which could weigh on index-level performance. Article Title

iShares Core S&P 500 ETF 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.