Nelson Capital Management LLC Raises Holdings in iShares Core S&P 500 ETF $IVV

Nelson Capital Management LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,877 shares of the ETF’s stock after buying an additional 918 shares during the quarter. iShares Core S&P 500 ETF comprises 1.1% of Nelson Capital Management LLC’s investment portfolio, making the stock its 17th biggest holding. Nelson Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $10,392,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. EdgeRock Capital LLC grew its holdings in iShares Core S&P 500 ETF by 4.9% during the second quarter. EdgeRock Capital LLC now owns 15,404 shares of the ETF’s stock worth $11,536,000 after acquiring an additional 713 shares during the period. Lansing Street Advisors raised its position in iShares Core S&P 500 ETF by 44.2% in the second quarter. Lansing Street Advisors now owns 7,531 shares of the ETF’s stock worth $5,640,000 after acquiring an additional 2,309 shares in the last quarter. Barrett & Company Inc. lifted its holdings in iShares Core S&P 500 ETF by 3.1% in the second quarter. Barrett & Company Inc. now owns 12,919 shares of the ETF’s stock valued at $9,675,000 after acquiring an additional 392 shares during the period. Avidian Wealth Enterprises LLC lifted its holdings in iShares Core S&P 500 ETF by 3.2% in the second quarter. Avidian Wealth Enterprises LLC now owns 700,246 shares of the ETF’s stock valued at $524,407,000 after acquiring an additional 21,452 shares during the period. Finally, D.A. Davidson & CO. boosted its position in shares of iShares Core S&P 500 ETF by 3.7% during the 2nd quarter. D.A. Davidson & CO. now owns 182,675 shares of the ETF’s stock worth $136,804,000 after purchasing an additional 6,488 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Down 0.5%

NYSEARCA:IVV opened at $776.29 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $783.09. The stock has a market cap of $901.70 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s fifty day simple moving average is $752.81 and its 200-day simple moving average is $719.52.

iShares Core S&P 500 ETF News Summary

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Evercore ISI raised its view that the S&P 500 could reach 9,000 by year-end, arguing that the multiyear bull market still has substantial room to run. A higher index target supports potential upside for IVV. S&P 500 year-end prediction: Evercore ISI now sees 9,000 as realistic
• Positive Sentiment: Market commentators, including Joe Terranova and RBC’s Lori Calvasina, continue to see additional S&P 500 upside, with some suggesting the index could approach 10,000 over the next 18 months. These forecasts reinforce the bullish longer-term case for IVV. Joe Terranova S&P 500 outlook RBC’s Lori Calvasina sees S&P 500 upside
• Positive Sentiment: Historical analysis showing strong long-term results for investors who bought during market crashes may support continued confidence in owning broad-market exposure such as IVV, although it does not eliminate short-term downside risk. S&P 500 crash-investing returns
• Neutral Sentiment: The S&P 500 is seeing a record number of negative-beta stocks, meaning more constituents are moving opposite to one another. This points to elevated underlying volatility and less uniform market participation, even if index-level performance appears relatively calm. Negative-beta stocks in the S&P 500
• Negative Sentiment: Thirty-year Treasury yields above 5.28% are pressuring stocks as investors weigh inflation, government deficits and heavy debt issuance. Higher long-term yields can reduce the relative appeal of equities and weigh on IVV, particularly its growth-oriented holdings. S&P 500 and 30-year Treasury yields
• Negative Sentiment: Renewed Middle East violence added to concerns about a broader escalation, contributing to choppy trading in stocks and bonds and increasing near-term risk for IVV. RBC market outlook amid geopolitical risk

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.