Ullmann Wealth Partners Group LLC Has $183.16 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Ullmann Wealth Partners Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.1% during the third quarter, HoldingsChannel reports. The firm owned 273,661 shares of the company’s stock after acquiring an additional 13,231 shares during the quarter. iShares Core S&P 500 ETF comprises 20.0% of Ullmann Wealth Partners Group LLC’s holdings, making the stock its largest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares Core S&P 500 ETF were worth $183,161,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $331,591,000. Bison Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Michael & Susan Dell Foundation lifted its holdings in shares of iShares Core S&P 500 ETF by 51.3% in the first quarter. Michael & Susan Dell Foundation now owns 2,998,597 shares of the company’s stock valued at $1,684,912,000 after purchasing an additional 1,017,168 shares in the last quarter. EP Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.7% during the first quarter. EP Wealth Advisors LLC now owns 87,505 shares of the company’s stock worth $49,169,000 after buying an additional 1,460 shares during the period. Finally, Aprio Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 185.2% during the first quarter. Aprio Wealth Management LLC now owns 13,488 shares of the company’s stock worth $7,579,000 after buying an additional 8,759 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Storage and memory stocks led S&P 500 gains in 2025; concentration of winners (AI hardware beneficiaries) can keep index-weighted IVV supported if momentum continues. Storage and memory stocks lead S&P 500 gains in 2025
• Positive Sentiment: ETF-focused commentary sees S&P momentum and retail inflows as a tailwind for ETFs like IVV heading into 2026 — implies continued passive demand even if breadth remains narrow. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Positive Sentiment: Dividend notice coverage for IVV/IOO highlights expected distributions — dividends can attract income-focused flows into the ETF as year-end rebalancing occurs. Own IVV or IOO ETFs? Here’s your next dividend
• Neutral Sentiment: US indices were quiet in premarket trading ahead of the holiday — low liquidity can amplify moves in either direction for a large-cap ETF like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet Ahead of Holiday
• Neutral Sentiment: Futures and index moves are mixed as traders digest year‑end flows and upcoming 2026 forecasts — suggests intra‑day direction may track macro headlines more than fundamentals. Stock Market Today: S&P 500, Dow Jones Futures Trade Mixed Amid Blip In Santa Claus Rally—Boeing, Freeport-McMoRan, Fonar In Focus
• Negative Sentiment: Analysts warn U.S. equities look expensive and concentrated; valuation concerns increase the risk of a pullback that would weigh on IVV given its S&P 500 exposure. These stocks doubled the S&P 500’s return in 2025 — why a 2026 repeat looks likely
• Negative Sentiment: Technology and AI-linked names led Monday’s pullback, dragging the S&P lower; because IVV is market-cap weighted, weakness in megacaps can disproportionately pressure the ETF. US midday market brief: S&P 500 dips after record week; tech names weigh on markets
• Negative Sentiment: Prominent strategist cautions the market is ‘propped up’ by S&P leadership — a sign investor caution may rise if leadership falters, which would be a headwind for IVV. David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $689.92 on Wednesday. The firm has a market cap of $724.07 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50 day simple moving average is $681.99 and its 200 day simple moving average is $657.17. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week 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.