iShares Core S&P 500 ETF $IVV is Global Wealth Management LLC’s 4th Largest Position

Global Wealth Management LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 30,032 shares of the company’s stock after selling 2,202 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 10.6% of Global Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. Global Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $20,101,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $331,591,000. Bison Wealth LLC grew its stake in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the period. Michael & Susan Dell Foundation grew its position in iShares Core S&P 500 ETF by 51.3% in the 1st quarter. Michael & Susan Dell Foundation now owns 2,998,597 shares of the company’s stock worth $1,684,912,000 after purchasing an additional 1,017,168 shares during the period. EP Wealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 1.7% in the 1st quarter. EP Wealth Advisors LLC now owns 87,505 shares of the company’s stock worth $49,169,000 after buying an additional 1,460 shares during the last quarter. Finally, Aprio Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 185.2% in the first quarter. Aprio Wealth Management LLC now owns 13,488 shares of the company’s stock worth $7,579,000 after acquiring an additional 8,759 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $689.92 on Wednesday. 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 business’s 50-day moving average is $681.99 and its two-hundred day moving average is $657.17. The company has a market cap of $724.07 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Storage and memory stocks led S&P 500 gains in 2025; concentration of winners (AI hardware beneficiaries) can keep index-weighted IVV supported if momentum continues. Storage and memory stocks lead S&P 500 gains in 2025
• Positive Sentiment: ETF-focused commentary sees S&P momentum and retail inflows as a tailwind for ETFs like IVV heading into 2026 — implies continued passive demand even if breadth remains narrow. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Positive Sentiment: Dividend notice coverage for IVV/IOO highlights expected distributions — dividends can attract income-focused flows into the ETF as year-end rebalancing occurs. Own IVV or IOO ETFs? Here’s your next dividend
• Neutral Sentiment: US indices were quiet in premarket trading ahead of the holiday — low liquidity can amplify moves in either direction for a large-cap ETF like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet Ahead of Holiday
• Neutral Sentiment: Futures and index moves are mixed as traders digest year‑end flows and upcoming 2026 forecasts — suggests intra‑day direction may track macro headlines more than fundamentals. Stock Market Today: S&P 500, Dow Jones Futures Trade Mixed Amid Blip In Santa Claus Rally—Boeing, Freeport-McMoRan, Fonar In Focus
• Negative Sentiment: Analysts warn U.S. equities look expensive and concentrated; valuation concerns increase the risk of a pullback that would weigh on IVV given its S&P 500 exposure. These stocks doubled the S&P 500’s return in 2025 — why a 2026 repeat looks likely
• Negative Sentiment: Technology and AI-linked names led Monday’s pullback, dragging the S&P lower; because IVV is market-cap weighted, weakness in megacaps can disproportionately pressure the ETF. US midday market brief: S&P 500 dips after record week; tech names weigh on markets
• Negative Sentiment: Prominent strategist cautions the market is ‘propped up’ by S&P leadership — a sign investor caution may rise if leadership falters, which would be a headwind for IVV. David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026

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.