Vision Retirement LLC Raises Position in iShares Core S&P 500 ETF $IVV

Vision Retirement LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 14.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,564 shares of the ETF’s stock after acquiring an additional 942 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.4% of Vision Retirement LLC’s portfolio, making the stock its 19th largest holding. Vision Retirement LLC’s holdings in iShares Core S&P 500 ETF were worth $5,665,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. ONE Advisory Partners LLC lifted its position in iShares Core S&P 500 ETF by 59.7% in the second quarter. ONE Advisory Partners LLC now owns 82,038 shares of the ETF’s stock valued at $61,437,000 after purchasing an additional 30,658 shares during the period. Quantum Financial Partners LLC purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at approximately $1,469,000. Guidance Capital Inc. increased its position in iShares Core S&P 500 ETF by 12.3% during the 2nd quarter. Guidance Capital Inc. now owns 705 shares of the ETF’s stock worth $532,000 after purchasing an additional 77 shares during the period. Envestnet Portfolio Solutions Inc. increased its position in iShares Core S&P 500 ETF by 66.1% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 2,008,278 shares of the ETF’s stock worth $1,503,980,000 after purchasing an additional 799,154 shares during the period. Finally, Opal Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 40.6% during the 2nd quarter. Opal Wealth Advisors LLC now owns 1,791 shares of the ETF’s stock worth $1,341,000 after buying an additional 517 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 0.7%

Shares of IVV stock opened at $781.47 on Friday. The stock has a 50 day simple moving average of $751.36 and a 200-day simple moving average of $718.38. The company has a market cap of $907.72 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
• Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
• Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History

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.