MKD Wealth Coaches LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 81,543 shares of the company’s stock after selling 3,215 shares during the quarter. iShares Core S&P 500 ETF accounts for about 55.8% of MKD Wealth Coaches LLC’s holdings, making the stock its biggest position. MKD Wealth Coaches LLC’s holdings in iShares Core S&P 500 ETF were worth $55,852,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $331,591,000. Bison Wealth LLC boosted its position in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. grew its stake in iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares in the last quarter. Richmond Investment Services LLC grew its stake in iShares Core S&P 500 ETF by 387.8% in the second quarter. Richmond Investment Services LLC now owns 3,483 shares of the company’s stock valued at $2,163,000 after purchasing an additional 2,769 shares in the last quarter. Finally, Blueprint Financial Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the 2nd quarter worth about $6,636,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.
Key Stories Impacting iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Market breadth and technical signals suggest a countertrend rally toward higher S&P levels, which would lift IVV if sustained. Is the S&P 500’s Countertrend Rally Underway?
- Positive Sentiment: Optimism around possible Iran‑US ceasefire talks has driven intraday buying across U.S. indices, a direct tailwind for IVV given its S&P exposure. S&P 500: US Indices Rally Today as Iran Ceasefire Optimism Sweeps the Market
- Positive Sentiment: Early moves lower in interest rates have supported rallies in major indices; easing rate expectations can buoy big‑cap growth names that drive IVV. NASDAQ 100 Index, Dow Jones 30 and S&P 500 Forecasts – US Indices Rallying Early on Rates Drop
- Positive Sentiment: Barclays raised its 2026 year‑end S&P 500 target, citing strong tech earnings and resilient growth — a bullish institutional view that could support IVV over the medium term. Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks
- Neutral Sentiment: Major U.S. indices are waiting for decisive headlines to sustain direction — this market indecision means IVV could see sharp intraday swings without a clear trend. NASDAQ Index, Dow Jones and S&P 500 Forecasts – US Indices Waiting for Headlines
- Negative Sentiment: An economist warns the AI‑driven rally may have peaked, raising downside risk for tech‑heavy indices and thus pressure on IVV if earnings or sentiment disappoint. Has the AI Bubble Burst Already? Why This Economist Says the S&P 500 Peak Has Passed.
- Negative Sentiment: Renewed doubts about ceasefire progress pushed the S&P down and kept the Fear & Greed index in “Extreme Fear,” raising downside volatility risk for IVV. S&P 500 Falls As Trump’s Ceasefire Hopes Dim: Fear & Greed Index Remains In ‘Extreme Fear’ Zone
- Negative Sentiment: Rising oil and Middle East tensions have pressured stocks, with energy strength and tech weakness contributing to a pullback that can weigh on IVV. S&P 500: Stock Market Weak Today As Oil Rallies, Uncertainty Builds
- Negative Sentiment: The S&P 500 hit a six‑month low after multiple down weeks, signaling broader weakness that could keep IVV under pressure until sentiment/stress eases. S&P 500 Snapshot: Index Falls to 6-Month Low
- Negative Sentiment: Futures fell after headlines that Iran denied negotiations, showing how quickly geopolitical headlines can reverse intraday gains and pressure IVV. Stock Market Today: Dow, S&P 500 Futures Fall As Iran Says ‘No Negotiations’ Took Place With US—Coherent, Apollo Global, GameStop In Focus
iShares Core S&P 500 ETF Price Performance
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. 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.
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