Successful Portfolios LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV

Successful Portfolios LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 11,881 shares of the company’s stock after buying an additional 730 shares during the period. iShares Core S&P 500 ETF makes up 4.6% of Successful Portfolios LLC’s investment portfolio, making the stock its 2nd biggest holding. Successful Portfolios LLC’s holdings in iShares Core S&P 500 ETF were worth $7,952,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Flaharty Asset Management LLC bought a new stake in shares of iShares Core S&P 500 ETF during the first quarter valued at approximately $28,000. Nvwm LLC boosted its stake in iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after buying an additional 40 shares in the last quarter. Hager Investment Management Services LLC bought a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at $61,000. Rice Partnership LLC raised its stake in shares of 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 valued at $70,000 after buying an additional 92 shares in the last quarter. Finally, Wealth Preservation Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at $76,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $693.39 on Friday. The company has a 50-day moving average of $680.84 and a 200-day moving average of $654.61. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.86. The company has a market capitalization of $727.71 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: S&P 500 hitting fresh record closes and momentum across US large caps supports IVV as it tracks the index — bullish market breadth and investor sentiment are lifting the ETF. Article Title
• Positive Sentiment: “Magnificent Seven” / Nvidia strength is driving index leadership; renewed tech gains lift the S&P 500 cap-weighted ETF performance. Article Title
• Positive Sentiment: Short interest in IVV declined sharply in December (~21% drop to ~8.2M shares), reducing a layer of potential selling pressure and supporting upside. (Short-interest data)
• Neutral Sentiment: Holiday-shortened trading and lower volumes are in effect — market moves can be amplified on thin liquidity, so today’s move may be less indicative of durable trend. Article Title
• Neutral Sentiment: Technical commentators are pointing to continued upside (S&P 500 approaching higher targets), which keeps momentum trades intact but increases sensitivity to profit-taking. Article Title
• Negative Sentiment: The Fed’s warning about potential tariff-driven job losses and trade risks poses macro downside — if tariffs or trade tensions escalate, cyclicals and risk assets could be pressured, weighing on IVV. Article Title
• Negative Sentiment: Near-term futures slipped on Christmas Eve and there are geopolitical headlines (troop movements) that could add volatility and temporarily drag on risk assets. Article Title

iShares Core S&P 500 ETF Company 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.