Rolek Wealth Management LLC Has $359,000 Position in iShares Core S&P 500 ETF $IVV

Rolek Wealth Management LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 578 shares of the company’s stock after purchasing an additional 83 shares during the quarter. iShares Core S&P 500 ETF makes up 0.3% of Rolek Wealth Management LLC’s holdings, making the stock its 12th biggest holding. Rolek Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $359,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Flaharty Asset Management LLC bought a new position in shares of iShares Core S&P 500 ETF during the first quarter valued at $28,000. Lord & Richards Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF in the first quarter valued at $31,000. Cheviot Value Management LLC bought a new position in iShares Core S&P 500 ETF during the 1st quarter worth $52,000. Inlight Wealth Management LLC bought a new position in iShares Core S&P 500 ETF during the 1st quarter worth $60,000. Finally, Wealth Preservation Advisors LLC bought a new position in iShares Core S&P 500 ETF during the 1st quarter worth $76,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.1%

NYSEARCA IVV opened at $672.50 on Friday. The firm has a market capitalization of $677.41 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average price is $650.60 and its two-hundred day moving average price is $606.01. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $673.81.

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.