Traveka Wealth LLC Has $13.39 Million Stock Position in iShares Core S&P 500 ETF $IVV

Traveka Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 135.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 20,000 shares of the company’s stock after purchasing an additional 11,496 shares during the period. iShares Core S&P 500 ETF makes up approximately 6.0% of Traveka Wealth LLC’s holdings, making the stock its 2nd largest position. Traveka Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $13,386,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. New Vernon Capital Holdings II LLC raised its stake in iShares Core S&P 500 ETF by 53,779.2% during the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock valued at $13,921,238,000 after buying an additional 24,729,312 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of iShares Core S&P 500 ETF by 18.3% during the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after acquiring an additional 4,378,977 shares in the last quarter. Millennium Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 67.7% during the first quarter. Millennium Management LLC now owns 9,308,270 shares of the company’s stock valued at $5,230,317,000 after acquiring an additional 3,757,143 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 63,164.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock worth $1,706,371,000 after purchasing an additional 2,743,878 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in iShares Core S&P 500 ETF by 21.5% in the 1st quarter. Jones Financial Companies Lllp now owns 14,644,144 shares of the company’s stock worth $7,861,763,000 after purchasing an additional 2,592,493 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $690.91 on Tuesday. The company has a market capitalization of $725.11 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $694.70. The company’s 50-day moving average is $681.68 and its 200 day moving average is $656.54.

Key Headlines Impacting iShares Core S&P 500 ETF

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 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.