Concorde Asset Management LLC Has $16.95 Million Stake in iShares Core S&P 500 ETF $IVV

Concorde Asset Management LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,630 shares of the ETF’s stock after purchasing an additional 1,730 shares during the period. iShares Core S&P 500 ETF makes up about 9.7% of Concorde Asset Management LLC’s investment portfolio, making the stock its biggest position. Concorde Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,948,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of IVV. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $26,000. Punch & Associates Investment Management Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the last quarter. Allied Private Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth approximately $33,000. Montgomery Financial Services LLC bought a new stake in shares of iShares Core S&P 500 ETF during the second quarter worth approximately $32,000. Finally, GS Investments Inc. raised its stake in shares of iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock worth $30,000 after buying an additional 20 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $769.20 on Wednesday. The firm’s 50 day moving average price is $761.70 and its two-hundred day moving average price is $728.47. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $783.09. The stock has a market cap of $893.46 billion, a PE ratio of 25.10 and a beta of 1.00.

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: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

iShares Core S&P 500 ETF 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.