Fortis Capital Management LLC Has $7.08 Million Holdings in iShares Core S&P 500 ETF $IVV

Fortis Capital Management LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 24.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,838 shares of the ETF’s stock after purchasing an additional 2,158 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 0.7% of Fortis Capital Management LLC’s investment portfolio, making the stock its 27th largest position. Fortis Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $7,079,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of IVV. Belpointe Asset Management LLC boosted its position in iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after buying an additional 1,700 shares in the last quarter. Hubbell Strickland Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.0% during the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the ETF’s stock worth $27,172,000 after buying an additional 792 shares in the last quarter. Atria Investments Inc increased its holdings in shares of iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after buying an additional 30,777 shares in the last quarter. M&T Bank Corp lifted its stake in shares of iShares Core S&P 500 ETF by 0.8% in the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after acquiring an additional 10,723 shares during the last quarter. Finally, FDx Advisors Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 40.7% in the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after acquiring an additional 4,051 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 0.9%

NYSEARCA IVV opened at $751.95 on Wednesday. iShares Core S&P 500 ETF has a twelve month low of $622.31 and a twelve month high of $764.00. The company has a market cap of $887.04 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s fifty day moving average is $748.56 and its 200 day moving average is $710.27.

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.