Fiscal Wisdom Wealth Management LLC Makes New Investment in iShares Core S&P 500 ETF $IVV

Fiscal Wisdom Wealth Management LLC purchased a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,083 shares of the company’s stock, valued at approximately $727,000. iShares Core S&P 500 ETF makes up about 0.7% of Fiscal Wisdom Wealth Management LLC’s portfolio, making the stock its 25th largest holding.

Other large investors have also modified their holdings of the company. Nvwm LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after acquiring an additional 40 shares during the period. Winnow Wealth LLC purchased a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at $61,000. Conquis Financial LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth $82,000. Your Advocates Ltd. LLP grew its position in iShares Core S&P 500 ETF by 51.6% during the 2nd quarter. Your Advocates Ltd. LLP now owns 138 shares of the company’s stock worth $86,000 after purchasing an additional 47 shares during the last quarter. Finally, Darwin Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF in the second quarter valued at $92,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $689.35 on Thursday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The stock has a market capitalization of $757.73 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day simple moving average of $690.43 and a 200-day simple moving average of $674.32.

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.