Parcion Private Wealth LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 99.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,378 shares of the ETF’s stock after selling 1,161,604 shares during the period. Parcion Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $2,587,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of IVV. Wellment Financial bought a new stake in iShares Core S&P 500 ETF during the third quarter worth approximately $270,000. Partners Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1,694.8% in the third quarter. Partners Wealth Management LLC now owns 5,528 shares of the ETF’s stock valued at $4,233,000 after buying an additional 5,220 shares in the last quarter. Soltis Investment Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 11.6% during the 3rd quarter. Soltis Investment Advisors LLC now owns 51,634 shares of the ETF’s stock valued at $39,544,000 after acquiring an additional 5,353 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management boosted its stake in shares of iShares Core S&P 500 ETF by 24.5% during the 3rd quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 650 shares of the ETF’s stock worth $498,000 after acquiring an additional 128 shares in the last quarter. Finally, Financial Solutions Advisory Group Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 3rd quarter. Financial Solutions Advisory Group Inc. now owns 4,408 shares of the ETF’s stock worth $3,379,000 after acquiring an additional 50 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.
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: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
- Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
- Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
- Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500
iShares Core S&P 500 ETF Stock Performance
IVV stock opened at $759.18 on Monday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The firm has a market capitalization of $870.48 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average of $770.86 and a two-hundred day moving average of $731.81.
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.
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