iShares Core S&P 500 ETF $IVV Position Lifted by Wealth Quarterback LLC

Wealth Quarterback LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 51,827 shares of the company’s stock after buying an additional 1,517 shares during the period. iShares Core S&P 500 ETF comprises 13.4% of Wealth Quarterback LLC’s portfolio, making the stock its biggest holding. Wealth Quarterback LLC’s holdings in iShares Core S&P 500 ETF were worth $34,688,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares in the last quarter. Michael & Susan Dell Foundation boosted its position in iShares Core S&P 500 ETF by 51.3% during the first quarter. Michael & Susan Dell Foundation now owns 2,998,597 shares of the company’s stock worth $1,684,912,000 after acquiring an additional 1,017,168 shares during the last quarter. EP Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 1.7% during the first quarter. EP Wealth Advisors LLC now owns 87,505 shares of the company’s stock worth $49,169,000 after acquiring an additional 1,460 shares during the last quarter. Finally, Aprio Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 185.2% during the 1st quarter. Aprio Wealth Management LLC now owns 13,488 shares of the company’s stock valued at $7,579,000 after acquiring an additional 8,759 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 News Roundup

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

• Positive Sentiment: Storage and memory names led S&P 500 gains in 2025, providing tailwinds to the index and passive funds like IVV by concentrating returns in a handful of high-performing sectors. Western Digital Ends 2025 as the S&P 500’s Best Stock. This Ad-Tech Stock Had a Bleak Year.
• Positive Sentiment: Coverage notes ETFs like IVV remain in investor focus and a recent piece flags an upcoming dividend for IVV/IOO holders — a modest positive for yield-sensitive passive flows. Own IVV or IOO ETFs? Here’s your next dividend
• Positive Sentiment: ETF-focused coverage and market commentary suggest continued retail/passive inflows could support IVV over time despite short-term volatility. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Neutral Sentiment: Market strategists warn the S&P’s gains are concentrated and may be “propping” the broader market — this implies fragility: a pullback in key winners could widen index weakness but doesn’t target IVV specifically. David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026
• Neutral Sentiment: 2026 outlook pieces forecast slower S&P gains and a possible leadership rotation beyond mega-cap tech — that could redistribute returns inside the index and change which sectors drive IVV performance. S&P 500, Nasdaq, Dow Forecasts for 2026: Wall Street Targets and Risks
• Negative Sentiment: Near-term risk-off: reports show the S&P fell for multiple sessions, sentiment gauges softened, and futures dipped as year-end rally hopes faded — pressuring IVV since it mirrors the index. S&P 500 Falls For Third Session: Investor Sentiment Declines, Fear & Greed Index Remains In ‘Neutral Zone’
• Negative Sentiment: Macro uncertainty is rising: commentary on a potentially divided Fed heading into 2026 and weak premarket/futures action ahead of labor data increases short-term volatility risk for the S&P and thus IVV. How a Divided Fed Could Define the S&P 500 in 2026
• Negative Sentiment: Early New Year futures and market briefs signaled fading year-end momentum (Santa rally), with investors awaiting jobs data — a typical catalyst for short-term index moves that can push IVV lower. Stock Market Today: S&P 500, Dow Jones Futures Down As Santa Rally Hopes Fade—Investors Await Initial Jobless Claims Report

iShares Core S&P 500 ETF Price Performance

IVV opened at $689.92 on Wednesday. The firm has a market capitalization of $724.07 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50 day simple moving average is $681.99 and its two-hundred day simple moving average is $657.17. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $694.70.

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.