St. Clair Advisors LLC Has $128.38 Million Stock Position in iShares Core S&P 500 ETF $IVV

St. Clair Advisors LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 171,431 shares of the ETF’s stock after selling 6,530 shares during the period. iShares Core S&P 500 ETF makes up approximately 33.0% of St. Clair Advisors LLC’s holdings, making the stock its largest position. St. Clair Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $128,383,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in IVV. Punch & Associates Investment Management Inc. increased 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 valued at $27,000 after buying an additional 14 shares in the last quarter. Wealth Effects LLC boosted its holdings in iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after acquiring an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management grew its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock worth $369,000 after acquiring an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Iran deal hopes and falling oil prices boosted risk appetite. Reports that progress toward an Iran agreement may be close helped push oil prices lower, easing inflation and cost concerns while supporting equities. Dow soars 1,000 points, S&P 500 hits record as Bessent signals Iran deal is close — and Palantir rallies 29%
• Positive Sentiment: Strong earnings reinforced the rally. Results and outlooks from companies including Palantir and Caterpillar helped lift the major indexes, suggesting corporate profitability remains resilient across several sectors. Dow Jones and S&P500: Hit Records on Iran Deal Hopes and Palantir, Caterpillar
• Positive Sentiment: Analyst expectations for S&P 500 earnings improved. Deutsche Bank raised its 2026 earnings outlook, adding to the bullish case for U.S. equities and potentially supporting IVV’s underlying holdings. Banking giant updates S&P 500 target for 2026
• Neutral Sentiment: Valuations and market breadth provided longer-term support. Commentary noted that valuations have become more attractive while earnings remain strong, and healthy market breadth could help the index withstand weakness in chip stocks. Valuations Are Falling While the S&P 500 is Flat
• Negative Sentiment: Seasonal volatility remains a risk. Strategists warned that August and September are historically difficult months for the S&P 500, while the Federal Reserve’s decision to hold rates steady may limit near-term upside if investors expect faster policy easing. S&P 500 Faces Worst Two Months of the Year

iShares Core S&P 500 ETF Price Performance

IVV opened at $774.79 on Wednesday. The stock has a 50-day moving average price of $749.05 and a 200-day moving average price of $714.20. The firm has a market cap of $899.96 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $630.13 and a 1 year high of $777.07.

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.