Optivise Advisory Services LLC Has $2.86 Million Holdings in iShares Core S&P 500 ETF $IVV

Optivise Advisory Services LLC lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 57.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,275 shares of the company’s stock after selling 5,883 shares during the period. iShares Core S&P 500 ETF comprises 1.7% of Optivise Advisory Services LLC’s holdings, making the stock its 11th largest position. Optivise Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $2,861,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P 500 ETF by 3.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock worth $20,172,093,000 after buying an additional 1,190,963 shares in the last quarter. JPMorgan Chase & Co. boosted its position in iShares Core S&P 500 ETF by 18.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after acquiring an additional 4,378,977 shares during the last quarter. New Vernon Capital Holdings II LLC boosted its position in iShares Core S&P 500 ETF by 53,779.2% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after acquiring an additional 24,729,312 shares during the last quarter. Creative Planning grew its stake in shares of 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 acquiring an additional 398,230 shares in the last quarter. Finally, PNC Financial Services Group Inc. grew its stake in shares of 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 acquiring an additional 105,099 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Record highs and strong weekly gains for the S&P continue to underpin ETF demand, supporting IVV as investors use passive funds to capture broad market exposure. S&P 500 hits new highs, Morning Squawk
• Positive Sentiment: ETF flows and S&P 500 momentum are highlighted as key drivers heading into 2026, which could keep IVV supported if retail and institutional inflows persist. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Positive Sentiment: Some analysts expect the S&P to grind higher in 2026 (forecasted ~7% gain), which would be constructive for IVV over a 12‑month horizon if forecasts hold. S&P 500 Outlook For 2026
• Neutral Sentiment: Wall Street sees slower S&P gains and a broadened leadership beyond tech in 2026 — this implies potential rotation that could reduce IVV’s short‑term upside if megacap concentration unwinds, but could benefit the ETF longer term via more balanced sector participation. S&P 500, Nasdaq, Dow Forecasts for 2026
• Neutral Sentiment: Analysts emphasize the Fed and Treasury yields as the central story for 2026; lower yields would justify current multiples and help IVV, while rising yields would pressure valuations. S&P 500 2026 Outlook: Why The Fed Is The Whole Story
• Neutral Sentiment: Market commentators note key technical trendlines after the S&P’s recent records; short‑term pullbacks are typical after a strong rally and may present tactical buying opportunities for long‑term IVV holders. Key Trendlines to Watch After S&P 500’s New Records
• Negative Sentiment: The S&P pulled back from last week’s record highs with tech and AI‑linked names (Nvidia, Tesla, Palantir) leading declines — this concentration risk is pressuring IVV today because megacaps make up a large share of the ETF. US midday market brief: S&P 500 dips after record week
• Negative Sentiment: Investor sentiment weakened (Fear & Greed index down) even as it remains in “Greed,” suggesting heightened vulnerability to short‑term volatility that can hurt IVV if risk appetite quickly reverses. S&P 500 Edges Lower But Records Weekly Gain

iShares Core S&P 500 ETF Stock Down 0.3%

Shares of IVV stock opened at $690.91 on Tuesday. The company’s fifty day simple moving average is $681.68 and its 200-day simple moving average is $656.54. The firm has a market cap of $725.11 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $694.70.

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.