iShares Core S&P 500 ETF $IVV Stock Holdings Boosted by Legacy Wealth Partners LLC

Legacy Wealth Partners LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,745 shares of the ETF’s stock after purchasing an additional 1,741 shares during the quarter. iShares Core S&P 500 ETF makes up 14.3% of Legacy Wealth Partners LLC’s investment portfolio, making the stock its largest holding. Legacy Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $64,902,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Olistico Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at $25,000. Keenan LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $26,000. Punch & Associates Investment Management Inc. increased its stake in shares of 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. Virginia Estate & Retirement Planning Advisors Inc. bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at $32,000. Finally, Allied Private Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at $33,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock traded down $8.49 on Friday, hitting $766.67. The company’s stock had a trading volume of 4,692,011 shares, compared to its average volume of 7,793,377. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The firm’s fifty day moving average price is $771.85 and its 200-day moving average price is $747.06. The stock has a market capitalization of $879.68 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: Strengthening earnings estimates, upbeat third-quarter expectations, and forecasts for resilient holiday spending continue to support S&P 500 ETFs. Historical midterm-year performance is another potential tailwind for IVV. S&P 500 ETFs Defy Rate Worries as Earnings Outlook Strengthens
• Positive Sentiment: Although September inflation accelerated to 3.7%, historical data shows the S&P 500 rose during the following year after roughly 69% of months with inflation at or above 3.5%, suggesting elevated inflation does not automatically signal a prolonged selloff. Inflation Rose to 3.7% in September. Is It Time to Sell the S&P 500?
• Neutral Sentiment: Comparisons with VOO, VTI, and SPY highlight IVV’s large-cap S&P 500 exposure, while expense ratios, trading spreads, and liquidity remain important considerations for investors choosing among index ETFs. VOO, VTI, SPY, or IVV? How These 4 Index Funds Differ
• Negative Sentiment: Higher-than-expected producer and consumer inflation is keeping Federal Reserve policy risk in focus, potentially limiting valuation expansion for the S&P 500 and pressuring rate-sensitive growth stocks. S&P 500: Hot PPI Tests Stock Rebound as Tech Selling Pressures Nasdaq
• Negative Sentiment: The index’s 53-session run without a 1% decline has ended, while 84% of S&P 500 components are already in correction territory. These signals point to narrow leadership and heightened underlying market fragility despite the index remaining near record levels. The S&P 500 Went More Than 50 Trading Days Without a 1% Drop
• Negative Sentiment: Technology and AI-linked companies account for much of recent earnings growth and index gains, raising concentration and valuation risks. With IVV’s price-to-earnings ratio near 25, investors may be vulnerable to disappointment if third-quarter results do not justify elevated expectations. The S&P 500 Is Expecting Something Extraordinary

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.