Oregon Pacific Wealth Management LLC Purchases 818 Shares of iShares Core S&P 500 ETF $IVV

Oregon Pacific Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 30.8% in the 2nd quarter, Holdings Channel.com reports. The fund owned 3,470 shares of the ETF’s stock after buying an additional 818 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.4% of Oregon Pacific Wealth Management LLC’s portfolio, making the stock its 11th largest position. Oregon Pacific Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $2,599,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in IVV. Keenan LLC bought a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $26,000. Punch & Associates Investment Management Inc. grew its stake in iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares in the last quarter. GS Investments Inc. increased its position in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after purchasing an additional 20 shares during the last quarter. Allied Private Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter worth approximately $33,000. Finally, Imprint Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $39,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.2%

Shares of iShares Core S&P 500 ETF stock opened at $780.04 on Friday. The stock has a market cap of $906.06 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09. The business’s 50 day moving average is $752.14 and its 200-day moving average is $718.81.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Cooling inflation supports stocks: A benign PPI reading eased interest-rate concerns and improved investor sentiment, raising expectations that the Federal Reserve may have more flexibility on future policy. S&P 500 Hits New Record High Following PPI Data
• Positive Sentiment: Record index performance and technology strength: The S&P 500 closed at a new high as falling oil prices, easing inflation fears and continued technology-sector gains encouraged risk-taking. This is the most direct support for IVV. Dow rises as S&P 500 closes at record high
• Positive Sentiment: Potential index breakout: Technical analysts see bullish flag formations and possible breakouts in the S&P 500 and Nasdaq, suggesting momentum could continue if geopolitical risks do not intensify. US Indices Forecast
• Positive Sentiment: Tariff refunds may aid constituents: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with $2.1 billion already received. These cash benefits could modestly support earnings and liquidity for affected holdings. S&P 500 Companies Claim Tariff Refunds
• Neutral Sentiment: Index reshuffling: Reddit will enter the S&P 500 on August 18, replacing AvalonBay Communities. The change may create short-term rebalancing flows, but its effect on IVV should be limited because Reddit represents a small portion of the index. Reddit shares jump on S&P 500 inclusion
• Negative Sentiment: Geopolitical and policy risks remain: Renewed Middle East tensions and uncertainty ahead of the weekend are limiting gains, while upcoming economic data could renew questions about the Fed’s interest-rate path. S&P 500 edges higher as earnings offset tensions

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.