iShares Core S&P 500 ETF $IVV Shares Purchased by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 36.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 69,557 shares of the company’s stock after buying an additional 18,577 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.3% of WCG Wealth Advisors LLC’s portfolio, making the stock its 15th largest holding. WCG Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $47,643,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Nicollet Investment Management Inc. increased its stake in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after buying an additional 15 shares in the last quarter. Anchor Investment Management LLC increased its stake in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after buying an additional 15 shares in the last quarter. Wealth Effects LLC increased its stake in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after buying an additional 15 shares in the last quarter. West Wealth Group LLC increased its stake in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after buying an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its stake in iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after buying an additional 15 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.8%

NYSEARCA:IVV opened at $757.25 on Thursday. iShares Core S&P 500 ETF has a 12 month low of $593.93 and a 12 month high of $764.00. The stock has a 50 day moving average of $712.35 and a two-hundred day moving average of $694.64. The firm has a market cap of $836.19 billion, a P/E ratio of 25.10 and a beta of 1.00.

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: The S&P 500 continued to hit record highs earlier in the week, supported by a powerful rally and strength in large-cap stocks, especially semiconductors and AI-related names. S&P500: US Stocks Climb to Records as Chip Rally Powers Stock Market
• Positive Sentiment: The market’s recent winning streak and record-setting close suggest momentum remains constructive over the medium term, which can support IVV if investors keep buying the broad market dip. S&P 500 Posts Longest Winning Streak in a Year
• Neutral Sentiment: The latest market action shows investors watching macro signals such as Treasury yields, oil prices, inflation concerns, and Fed policy uncertainty, all of which are influencing broad index direction. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
• Negative Sentiment: The rally has started to lose steam, with the S&P 500 giving back earlier gains and breadth deteriorating, which raises the risk of a broader pullback in IVV. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy
• Negative Sentiment: Several reports warn that rising volatility in individual stocks, weaker market breadth, and stretched sentiment could create asymmetric downside risk for the S&P 500 if selling accelerates. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500

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.