23,210 iShares Core S&P 500 ETF $IVV Shares Sold by Stewardship Advisors LLC

Stewardship Advisors LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 84,892 shares of the ETF’s stock after selling 23,210 shares during the period. iShares Core S&P 500 ETF accounts for about 13.5% of Stewardship Advisors LLC’s investment portfolio, making the stock its biggest position. Stewardship Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $65,014,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IVV. Capula Management Ltd increased its holdings in iShares Core S&P 500 ETF by 1,374.6% during the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after purchasing an additional 8,478,226 shares during the period. Envestnet Asset Management Inc. raised its position in iShares Core S&P 500 ETF by 25.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock valued at $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Allianz Asset Management GmbH raised its position in iShares Core S&P 500 ETF by 386.5% during the 2nd quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock valued at $3,577,965,000 after purchasing an additional 3,795,730 shares in the last quarter. USS Investment Management Ltd raised its position in iShares Core S&P 500 ETF by 711.2% during the 1st quarter. USS Investment Management Ltd now owns 3,033,549 shares of the ETF’s stock valued at $1,981,408,000 after purchasing an additional 2,659,582 shares in the last quarter. Finally, Public Employees Retirement System of Ohio purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth $1,615,730,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

Shares of IVV stock opened at $776.65 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The stock has a fifty day simple moving average of $771.69 and a two-hundred day simple moving average of $750.30. The stock has a market capitalization of $891.63 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Investors are increasingly optimistic that the S&P 500 could extend its advance. One forecast calls for a fourth consecutive double-digit annual gain in 2026, while Morgan Stanley strategist Mike Wilson said the market correction may be nearly over and projected the index could reach 8,500 by mid-2027. Prediction: 2026 Will Be the S&P 500’s 4th Straight Double-Digit Year Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
• Positive Sentiment: Historical data supports the long-term case for IVV: the S&P 500 has recovered to record highs after every 10% or larger decline since 1950, and has risen one year after each of the past 19 midterm elections. How Long Could You Wait for the S&P 500 to Recover From a 10% Drop?
• Positive Sentiment: IVV’s broad-market exposure, low costs and long-term diversification continue to make it attractive for buy-and-hold investors. A related quality ETF analysis also presents quality-focused diversification as a potential complement to IVV. IVV vs. SPY: Which S&P 500 ETF Is the Better Buy? JQUA: How This Diversified Quality ETF Makes IVV Even Better
• Neutral Sentiment: Institutional ownership changes were mixed: Novem Group and CWA Asset Management increased their positions, and Peirce Capital initiated a stake, while Maia Wealth and Orin Green Financial reduced holdings. These third-quarter filings are relatively small and unlikely to materially affect IVV. Institutional Stake Changes
• Neutral Sentiment: IVV sold approximately $33.5 million of NVIDIA on Monday after adding NVIDIA and Apple shares on October 16, indicating portfolio rebalancing rather than a clear change in the fund’s overall outlook. IVV Sells $33.5 Million of NVIDIA
• Negative Sentiment: Risks remain from inflation, geopolitical tensions and concerns about an AI-driven concentration in the index; 41 AI-related companies reportedly represented nearly half of the S&P 500’s market value. Heavy reliance on technology earnings could increase volatility. AI Swings Rock the S&P 500

About iShares Core S&P 500 ETF

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.