936 iShares Core S&P 500 ETF $IVV Shares Bought by Secure Asset Management LLC

Secure Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% during the 3rd quarter, HoldingsChannel reports. The fund owned 25,493 shares of the ETF’s stock after acquiring an additional 936 shares during the period. iShares Core S&P 500 ETF accounts for 2.5% of Secure Asset Management LLC’s portfolio, making the stock its 8th largest position. Secure Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $19,524,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of IVV. Peirce Capital Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth approximately $602,000. Blue Zone Wealth Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 24.5% in the third quarter. Blue Zone Wealth Advisors LLC now owns 575 shares of the ETF’s stock valued at $440,000 after purchasing an additional 113 shares during the period. Powerhouse Assets LLC increased its position in iShares Core S&P 500 ETF by 0.8% during the third quarter. Powerhouse Assets LLC now owns 40,458 shares of the ETF’s stock worth $30,985,000 after purchasing an additional 322 shares during the last quarter. Equita Financial Network Inc. increased its position in iShares Core S&P 500 ETF by 19.2% during the third quarter. Equita Financial Network Inc. now owns 577 shares of the ETF’s stock worth $442,000 after purchasing an additional 93 shares during the last quarter. Finally, Ridgecrest Wealth Partners LLC raised its stake in iShares Core S&P 500 ETF by 2.7% during the third quarter. Ridgecrest Wealth Partners LLC now owns 10,264 shares of the ETF’s stock worth $7,861,000 after purchasing an additional 265 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.3%

NYSEARCA:IVV opened at $772.35 on Wednesday. The company has a market cap of $886.70 billion, a P/E ratio of 25.10 and a beta of 1.00. 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 50 day moving average is $771.68 and its two-hundred day moving average is $749.47.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Morgan Stanley strategist Mike Wilson said the market correction may be nearly complete and projected the S&P 500 could reach 8,500 by mid-2027. A renewed bullish outlook would benefit IVV through appreciation in its broad equity holdings. Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
• Positive Sentiment: Historical data cited by The Motley Fool shows the S&P 500 gained one year after all 19 midterm elections since 1950, supporting the case for continued long-term exposure through IVV. Should You Wait Until After the Midterm Elections to Buy the S&P 500?
• Positive Sentiment: IVV’s significantly lower expense ratio than SPY remains a competitive advantage for long-term investors, while both ETFs offer nearly identical S&P 500 exposure and performance. IVV vs. SPY
• Neutral Sentiment: IVV added to its NVIDIA and Apple exposure on October 16, reinforcing participation in the market’s strongest technology leaders but also increasing dependence on a small number of mega-cap stocks. IVV Adds NVIDIA and Apple
• Neutral Sentiment: An investment adviser reduced its IVV position by 10.2% in the third quarter. The filing is relatively small and reflects one manager’s allocation decision rather than a broad change in ETF demand. IVV Holdings Cut by Copper Harbor Investment Advisors
• Negative Sentiment: AI-related companies account for nearly half of the S&P 500’s market value, while Goldman Sachs expects AI capital-spending growth to slow sharply after 2026. Any disappointment in AI earnings or spending could weigh disproportionately on IVV. AI Swings Rock the S&P 500
• Negative Sentiment: Investors are watching technical support levels ahead of major earnings reports, while futures weakness, housing data and geopolitical tensions could increase near-term pressure on the index and IVV. Investors Look to Earnings to Reset the Bull Market

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.