TruNorth Capital Management LLC Acquires 841 Shares of iShares Core S&P 500 ETF $IVV

TruNorth Capital Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 62.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,190 shares of the company’s stock after purchasing an additional 841 shares during the period. TruNorth Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,500,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Decker Retirement Planning Inc. bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $29,000. GS Investments Inc. lifted its stake in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after purchasing an additional 20 shares during the last quarter. Palouse Capital Management Inc. bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $38,000. Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF during the third quarter worth $39,000. Finally, Dorato Capital Management bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth $55,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $760.83 on Friday. The business has a fifty day moving average price of $714.44 and a two-hundred day moving average price of $695.24. iShares Core S&P 500 ETF has a fifty-two week low of $593.93 and a fifty-two week high of $764.00. The stock has a market capitalization of $840.15 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: New S&P Dow Jones index-rule changes could eventually force major index funds like IVV to make room for high-profile private companies such as SpaceX, OpenAI, and Anthropic if they go public, reinforcing the S&P 500’s role as the default benchmark for large-cap U.S. stocks. The End Of S&P 500 As We Know It
• Positive Sentiment: Market watchers say upcoming S&P 500 rebalancing announcements could favor larger, faster-growing names like Marvell, which may support continued turnover and trading activity in index funds tracking the benchmark. Marvell looks poised to finally get a spot in the S&P 500 after explosive stock surge
• Neutral Sentiment: Several reports say the S&P 500’s recent rally has cooled, with tech stocks showing signs of fatigue and the index’s winning streak losing momentum, which may temper near-term enthusiasm for IVV. The Tech Rally Is Running Out of Gas. Where the S&P 500 Goes From Here.
• Neutral Sentiment: Commentary from market outlets highlighted rising single-stock volatility and higher Treasury yields/oil prices, suggesting broader market risk is rising even though the index remains resilient for now. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500
• Negative Sentiment: The S&P 500’s recent pause and the risk to its winning streak point to a possible short-term breather after a strong run, which could pressure IVV if investors rotate out of equities. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy

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.