iShares Core S&P 500 ETF $IVV Stock: Sharkey Howes & Javer Increases Holdings

Sharkey Howes & Javer increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 167,259 shares of the ETF’s stock after buying an additional 1,479 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 15.4% of Sharkey Howes & Javer’s portfolio, making the stock its largest position. Sharkey Howes & Javer’s holdings in iShares Core S&P 500 ETF were worth $128,095,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in IVV. Olistico Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the third quarter worth approximately $25,000. Sawyer & Company Inc purchased a new stake in iShares Core S&P 500 ETF in the third quarter valued at $28,000. Punch & Associates Investment Management Inc. raised its position in iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the period. Virginia Estate & Retirement Planning Advisors Inc. purchased a new stake in iShares Core S&P 500 ETF in the third quarter valued at $32,000. Finally, Allied Private Wealth LLC purchased a new stake in iShares Core S&P 500 ETF in the second quarter valued at $33,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about iShares Core S&P 500 ETF

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 Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $763.25 on Monday. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $785.03. The business’s fifty day simple moving average is $771.07 and its 200-day simple moving average is $751.78. The firm has a market cap of $875.14 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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