iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,119 shares of the company’s stock after purchasing an additional 2,052 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 4.0% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 6th biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P 500 ETF were worth $42,295,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of IVV. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares Core S&P 500 ETF by 2.5% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock worth $17,586,070,000 after acquiring an additional 768,618 shares during the period. New Vernon Capital Holdings II LLC lifted its position in iShares Core S&P 500 ETF by 53,779.2% in the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock valued at $13,921,238,000 after purchasing an additional 24,729,312 shares during the period. JPMorgan Chase & Co. boosted its holdings in iShares Core S&P 500 ETF by 31.4% in the 1st quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock valued at $13,425,259,000 after purchasing an additional 5,708,115 shares in the last quarter. Creative Planning increased its position in iShares Core S&P 500 ETF by 1.8% during the 2nd quarter. Creative Planning now owns 22,229,974 shares of the company’s stock worth $13,802,591,000 after purchasing an additional 398,230 shares during the period. Finally, PNC Financial Services Group Inc. increased its position in iShares Core S&P 500 ETF by 0.7% during the 2nd quarter. PNC Financial Services Group Inc. now owns 15,375,370 shares of the company’s stock worth $9,546,567,000 after purchasing an additional 105,099 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

IVV opened at $668.99 on Tuesday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $693.07. The stock has a market capitalization of $702.11 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a 50 day simple moving average of $671.97 and a 200-day simple moving average of $636.72.

About iShares Core S&P 500 ETF

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.