Perigon Wealth Management LLC Has $112.14 Million Stake in iShares Core S&P 500 ETF $IVV

Perigon Wealth Management LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 167,542 shares of the company’s stock after selling 16,070 shares during the period. iShares Core S&P 500 ETF accounts for approximately 2.3% of Perigon Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Perigon Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $112,136,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of IVV. Flaharty Asset Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 1st quarter worth about $28,000. Nvwm LLC raised its holdings in shares of iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after buying an additional 40 shares during the last quarter. Hager Investment Management Services LLC acquired a new position in shares of iShares Core S&P 500 ETF during the second quarter worth approximately $61,000. Rice Partnership LLC grew its holdings in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after buying an additional 92 shares in the last quarter. Finally, Creative Capital Management Investments LLC acquired a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at approximately $80,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

Key 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 Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $690.91 on Tuesday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $694.70. The company has a market capitalization of $725.11 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s fifty day moving average price is $681.68 and its two-hundred day moving average price is $656.54.

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.