iShares Core S&P 500 ETF $IVV Shares Bought by Western Wealth Management LLC

Western Wealth Management LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 35.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,876 shares of the ETF’s stock after purchasing an additional 11,755 shares during the quarter. iShares Core S&P 500 ETF makes up 1.1% of Western Wealth Management LLC’s portfolio, making the stock its 13th largest holding. Western Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $29,313,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Punch & Associates Investment Management Inc. lifted its stake in iShares Core S&P 500 ETF by 50.0% in the first 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 during the last quarter. Wealth Effects LLC increased its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after acquiring an additional 15 shares during the period. West Wealth Group LLC lifted its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management lifted its position in iShares Core S&P 500 ETF by 2.9% in the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 0.3% during the 4th quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after purchasing an additional 15 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: J.P. Morgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing stronger corporate earnings and signs that large technology companies’ artificial-intelligence investments are beginning to generate faster revenue growth. This supports IVV because technology and other large-cap growth companies have significant weight in the ETF. J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
• Positive Sentiment: Citi said bearish positioning has not fully capitulated even as the S&P 500 reaches records. If short sellers continue covering positions, that could provide additional buying pressure for IVV and the broader market. Bears are in pain as the S&P 500 hits record highs
• Positive Sentiment: Commentary citing Warren Buffett argues that stocks can remain attractive near record levels when valuations are reasonable relative to expected long-term earnings growth, supporting a buy-and-hold case for IVV. Should You Really Buy Stocks Right Now With the S&P 500 Near Its Record High?
• Neutral Sentiment: The S&P 500 is testing important resistance levels after a strong August advance. Options strategies such as bull call spreads indicate that some investors remain constructive but are seeking defined risk near current levels. Wary Bulls Can Take Advantage Of This Spread On The S&P 500
• Negative Sentiment: Technical analysts warned that weak breadth and overbought conditions could lead to consolidation or a pullback before a more durable rally, raising near-term volatility risk for IVV. S&P 500 Elliott Wave Update
• Negative Sentiment: All three major U.S. indexes pulled back in the latest session, while analysts highlighted technical levels that could encourage profit-taking and renewed concerns about September market risks. Review & Preview: The S&P 500 Pulls Back

iShares Core S&P 500 ETF Trading Down 0.3%

NYSEARCA IVV opened at $774.23 on Wednesday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $780.64. The stock has a market cap of $899.31 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average price of $750.56 and a two-hundred day moving average price of $717.16.

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.