6,403 iShares Core S&P 500 ETF $IVV Shares Acquired by McCarley & Cook Financial Planners

McCarley & Cook Financial Planners boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.1% during the 3rd quarter, HoldingsChannel reports. The fund owned 59,183 shares of the ETF’s stock after buying an additional 6,403 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 34.2% of McCarley & Cook Financial Planners’ investment portfolio, making the stock its biggest holding. McCarley & Cook Financial Planners’ holdings in iShares Core S&P 500 ETF were worth $45,325,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IVV. Kopp Family Office LLC raised its position in iShares Core S&P 500 ETF by 23.3% in the third quarter. Kopp Family Office LLC now owns 270 shares of the ETF’s stock worth $207,000 after purchasing an additional 51 shares in the last quarter. Cypress Wealth Services LLC boosted its holdings in iShares Core S&P 500 ETF by 3.1% during the third quarter. Cypress Wealth Services LLC now owns 61,841 shares of the ETF’s stock valued at $48,393,000 after purchasing an additional 1,849 shares in the last quarter. Obermeyer Wealth Partners boosted its holdings in iShares Core S&P 500 ETF by 1.1% during the third quarter. Obermeyer Wealth Partners now owns 9,157 shares of the ETF’s stock valued at $7,013,000 after purchasing an additional 96 shares in the last quarter. Diligent Investors LLC acquired a new stake in iShares Core S&P 500 ETF during the third quarter valued at approximately $202,000. Finally, Cardinal Point Capital Management ULC grew its stake in shares of iShares Core S&P 500 ETF by 6.5% in the 3rd quarter. Cardinal Point Capital Management ULC now owns 3,504 shares of the ETF’s stock valued at $2,684,000 after purchasing an additional 215 shares during the period. 70.12% of the stock is currently owned by institutional investors.

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: Technical analysts see the S&P 500’s pullback potentially nearing completion. Improving market breadth and favorable seasonality could support a move toward 8,125 if the index holds above 7,507, which would benefit IVV. S&P 500: Seasonality and Market Breadth Suggest Pullback Near Completion as Elliott Wave Pattern Targets 8,125
• Positive Sentiment: Several bullish forecasts remain supportive of the ETF. Goldman Sachs reportedly expects the S&P 500 to reach 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager sees a potential 9,500 level by June 2027, citing artificial intelligence, longevity, and energy investment. Goldman Sachs S&P 500 Forecast UBS S&P 500 Forecast
• Positive Sentiment: Fifth Third Securities increased its IVV position by 8.4% in the third quarter, adding 8,184 shares. The purchase provides a modest institutional-confidence signal, although it is not a major market-moving transaction. Fifth Third Securities Purchases IVV Shares
• Neutral Sentiment: IVV’s reported portfolio activity included sales of NVIDIA and Apple shares. Rebalancing can reduce concentration risk, but trimming two influential S&P 500 components may modestly limit upside if technology leadership continues. IVV Sold NVIDIA IVV Sells NVIDIA and Apple
• Negative Sentiment: Defensive sectors weakened while the Dow declined, and narrow buying in select semiconductor stocks only partly supported the Nasdaq. This indicates fragile market breadth and creates a headwind for IVV. Defensive Stocks Slide
• Negative Sentiment: Early trading sentiment was pressured by elevated oil prices, geopolitical stalemates, and regulatory scrutiny of prediction markets. Separately, widening credit spreads and higher investment-grade bond yields signal increasing concern about leverage and AI infrastructure spending. Stock Market Outlook S&P 500 Credit Risks

iShares Core S&P 500 ETF Trading Down 0.5%

IVV stock opened at $763.25 on Friday. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03. The business’s 50 day moving average is $771.07 and its 200-day moving average is $751.15. The firm has a market cap of $875.64 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.