iShares Core S&P 500 ETF $IVV is Integrated Wealth Concepts LLC’s 5th Largest Position

Integrated Wealth Concepts LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 305,277 shares of the company’s stock after selling 9,042 shares during the period. iShares Core S&P 500 ETF comprises 1.8% of Integrated Wealth Concepts LLC’s holdings, making the stock its 5th biggest holding. Integrated Wealth Concepts LLC’s holdings in iShares Core S&P 500 ETF were worth $204,322,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in IVV. Falcon Wealth Planning increased its holdings in iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after purchasing an additional 15 shares during the period. Atwood & Palmer Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after buying an additional 15 shares during the period. Cathy Pareto & Associates Inc. grew its position in shares of iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares in the last quarter. Balanced Wealth Group LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after buying an additional 15 shares during the period. Finally, Nicollet Investment Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after buying an additional 15 shares during the period. 70.12% of the stock is currently owned by institutional investors.

Key Stories Impacting iShares Core S&P 500 ETF

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

• 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 Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $665.20 on Monday. The stock has a market cap of $731.19 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s 50-day moving average is $689.62 and its two-hundred day moving average is $679.52. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97.

iShares Core S&P 500 ETF Company 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.