First Western Trust Bank cut its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 22.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,153 shares of the company’s stock after selling 1,199 shares during the quarter. First Western Trust Bank’s holdings in iShares Core S&P 500 ETF were worth $2,780,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in IVV. Americana Partners LLC increased its position in shares of iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after acquiring an additional 1,187 shares during the last quarter. Forza Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Coyle Financial Counsel LLC boosted its position in iShares Core S&P 500 ETF by 7.1% in the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares during the last quarter. Fonville Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock valued at $3,937,000 after purchasing an additional 3,224 shares during the period. Finally, Fortitude Family Office LLC grew its stake in iShares Core S&P 500 ETF by 13.4% in the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after purchasing an additional 5,800 shares during the period. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV opened at $665.20 on Monday. The stock has a market capitalization of $731.19 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 $700.97. The business’s fifty day moving average is $689.62 and its 200-day moving average is $679.52.
iShares Core S&P 500 ETF News Roundup
- Positive Sentiment: Major institutional accumulation reported in Q4 2025 (including funds linked to Israel Englander), reinforcing large-scale conviction in owning S&P 500 exposure — a flow tailwind for IVV. Read More.
- Positive Sentiment: ETF-focused coverage recommends buy-and-hold exposure to diversified S&P products amid near-term volatility — supportive for long-term inflows into IVV. Read More.
- Positive Sentiment: Seasonality models point to a short-term low around March 13 followed by a potential rally toward March 20, suggesting a near-term technical bounce window for the S&P 500 and IVV. Read More.
- Neutral Sentiment: Market commentary suggests indices are attempting to stabilize and “turn things around” as traders hunt for discounted names; tone is tentative and dependent on macro headlines. Read More.
- Neutral Sentiment: Other technical/market updates note a bounce from recent lows, but uncertainty remains—this is more context-setting than an immediate driver for IVV flows. Read More.
- Neutral Sentiment: Long-term comparisons of Bitcoin vs. the S&P 500 spotlight the ETF as a core equity allocation for buy-and-hold investors; useful background but not a near-term price catalyst. Read More.
- Negative Sentiment: Geopolitical escalation (threats toward Iran) and oil prices holding above $100 are weighing on futures and risk appetite, pressuring S&P 500-linked products like IVV. Read More.
- Negative Sentiment: Coverage highlighting that the S&P 500 recently broke major technical support and warning of another ~10% decline raises downside risk and may prompt mean reversion/outflows from risk ETFs including IVV. Read More.
- Negative Sentiment: Sector-specific weakness (e.g., semiconductor chain names) can amplify index pressure; negative earnings/sector headlines may weigh on IVV via S&P component declines. Read More.
- Negative Sentiment: Broader market futures have been softer into the session amid macro headlines, increasing short-term volatility for IVV. Read More.
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.
Featured Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- The $8,000 Gold Call Every Retirement Saver Needs to Read Right Now
- A personal warning from Martin Weiss (Please read)
- Elon Musk: This Could Turn $100 into $100,000
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
- America’s gold reserves are priced at $42. The real price is $6,000+.
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
