Foundations Investment Advisors LLC Cuts Stake in iShares Core S&P 500 ETF $IVV

Foundations Investment Advisors LLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 16.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 74,258 shares of the company’s stock after selling 15,136 shares during the period. Foundations Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $49,701,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Hollencrest Capital Management boosted its holdings in shares of iShares Core S&P 500 ETF by 0.5% in the 3rd quarter. Hollencrest Capital Management now owns 71,531 shares of the company’s stock valued at $47,876,000 after purchasing an additional 364 shares during the last quarter. GPS Wealth Strategies Group LLC grew its stake in shares of iShares Core S&P 500 ETF by 7.0% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 22,184 shares of the company’s stock valued at $14,848,000 after buying an additional 1,447 shares during the period. AE Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 15.7% during the 3rd quarter. AE Wealth Management LLC now owns 466,917 shares of the company’s stock worth $312,507,000 after buying an additional 63,290 shares during the last quarter. Private Wealth Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 103.8% in the 3rd quarter. Private Wealth Asset Management LLC now owns 137,186 shares of the company’s stock worth $91,819,000 after buying an additional 69,886 shares during the period. Finally, ArborFi Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 3.1% in the third quarter. ArborFi Advisors LLC now owns 31,394 shares of the company’s stock valued at $21,012,000 after acquiring an additional 956 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 0.0%

IVV stock opened at $698.70 on Thursday. The company has a market cap of $768.36 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average price of $687.54 and a two-hundred day moving average price of $668.25. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $700.97.

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: S&P 500 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
• Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
• Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?

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.