iShares Core S&P 500 ETF $IVV is Simplicity Wealth LLC’s 3rd Largest Position

Simplicity Wealth LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 13.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 90,002 shares of the company’s stock after selling 13,502 shares during the quarter. iShares Core S&P 500 ETF accounts for 3.5% of Simplicity Wealth LLC’s portfolio, making the stock its 3rd biggest position. Simplicity Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $60,238,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth $331,591,000. Bison Wealth LLC lifted its position in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the period. Christensen King & Associates Investment Services Inc. boosted its stake in iShares Core S&P 500 ETF by 3.7% during the second quarter. Christensen King & Associates Investment Services Inc. now owns 2,633 shares of the company’s stock worth $1,635,000 after acquiring an additional 93 shares in the last quarter. Bank of Stockton grew its holdings in iShares Core S&P 500 ETF by 4.4% in the second quarter. Bank of Stockton now owns 95,544 shares of the company’s stock worth $59,323,000 after purchasing an additional 4,005 shares during the period. Finally, Revisor Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 74.5% during the second quarter. Revisor Wealth Management LLC now owns 1,675 shares of the company’s stock valued at $1,054,000 after purchasing an additional 715 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 1.1%

NYSEARCA IVV opened at $688.32 on Thursday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $699.17. The stock’s fifty day moving average price is $684.98 and its 200-day moving average price is $665.82. The stock has a market cap of $758.77 billion, a P/E ratio of 25.10 and a beta of 1.00.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: Market calm after President Trump’s Davos comments helped push the S&P 500 back into the green for 2026, providing direct upside to IVV because it tracks the index. S&P 500 Is Back in the Green for 2026 on Trump Davos Remarks
• Positive Sentiment: Big-bank Q4 results showed stronger-than-expected bottom-line performance, bolstering prospects for S&P 500 EPS growth next quarter — a fundamental tailwind for IVV. Did The Banks Just Set The Stage For Another Quarter Of Double-Digit S&P 500 EPS Growth?
• Positive Sentiment: U.S. futures recovered ahead of Trump’s Davos address, signaling intraday risk-on flow that typically boosts broad-market ETFs like IVV. Stock Market Today: Dow Jones, S&P 500 Futures Recover As Focus Turns To Trump’s Davos Address—Johnson & Johnson, Intel, GameStop In Focus
• Positive Sentiment: Individual S&P 500 constituents posting strong earnings or analyst upgrades (e.g., Teledyne’s beat and Sandisk’s analyst-driven surge) add incremental lift to the index and help IVV’s performance. This Electronics Maker Crushed Earnings. It’s One of the S&P 500’s Top Stocks Today. Sandisk Stock Continues Meteoric Rise. It’s the Top Stock in the S&P 500 Today.
• Neutral Sentiment: Some early-session forecasts called for soft trading amid lingering headlines, suggesting upside may be cautious and volatility could persist. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Still Look Soft in Early Wednesday Trading
• Neutral Sentiment: Commentary about indexes sitting at psychologically significant levels (e.g., round-number resistance) can temper momentum as traders weigh technicals along with fundamentals. Dow, S&P 500 Stare Up at Psychologically Significant Levels
• Negative Sentiment: Tuesday’s broad sell-off — driven by diplomatic/tariff tensions and tough rhetoric toward allies — remains a cautionary backdrop; renewed headlines could reverse today’s gains for IVV. These stocks were the biggest losers on the S&P 500’s worst day in three months Stock Market Today: S&P 500, Nasdaq Futures Plunge As Trump Escalates Tariff Threats—Alibaba, United Airlines, Netflix In Focus

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.