iShares Core S&P 500 ETF $IVV Stock Bought by Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 31,007 shares of the ETF’s stock after acquiring an additional 646 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 12.5% of Retirement Wealth Solutions LLC’s holdings, making the stock its 2nd largest holding. Retirement Wealth Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $23,747,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Olistico Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $25,000. Keenan LLC purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter worth approximately $26,000. Punch & Associates Investment Management Inc. grew its position in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the last quarter. Montgomery Financial Services LLC purchased a new stake in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $32,000. Finally, Allied Private Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $33,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.3%

Shares of NYSEARCA IVV traded down $1.96 during midday trading on Wednesday, reaching $780.58. The company had a trading volume of 3,644,072 shares, compared to its average volume of 7,929,292. The business’s 50-day simple moving average is $770.19 and its 200 day simple moving average is $741.57. The stock has a market cap of $897.20 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: Analysts expect S&P 500 earnings growth of nearly 30% year over year in the third quarter, while Deutsche Bank forecasts growth as high as 34%—well above consensus. Continued artificial-intelligence demand and a cyclical recovery could support further gains across IVV’s holdings. Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
• Positive Sentiment: The S&P 500 recently reached a record high as technology and AI-related stocks advanced, while Treasury yields eased from recent highs. This remains a supportive backdrop for IVV, whose largest positions include major technology companies. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
• Neutral Sentiment: Investor sentiment has improved into the neutral zone, and futures have remained near record levels. However, markets are awaiting Federal Reserve meeting minutes and additional third-quarter earnings for confirmation that the rally can continue. Stock Market: Will S&P 500 Open Up or Down Today?
• Negative Sentiment: Concentration risk is increasing: NVIDIA, Apple and Microsoft now represent roughly 21% of the S&P 500. Any pullback in these heavily weighted stocks could disproportionately pressure IVV, even if the broader market remains stable. Three Stocks Are Now 21% of the S&P 500, the Most Ever
• Negative Sentiment: Higher Treasury yields, rising oil prices and renewed U.S.-Iran geopolitical tensions could weigh on valuations and increase volatility. Several mega-cap technology stocks also appear overbought after their recent rally. Stock Market Today: S&P 500, Nasdaq Futures Hover Near Record Highs

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.