Keystone Wealth Services LLC Sells 10,724 Shares of iShares Core S&P 500 ETF $IVV

Posted by Patrick Bannon on Jan 7th, 2026

Keystone Wealth Services LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 20.5% during the third quarter, Holdings Channel reports. The institutional investor owned 41,468 shares of the company’s stock after selling 10,724 shares during the quarter. iShares Core S&P 500 ETF makes up about 6.1% of Keystone Wealth Services LLC’s holdings, making the stock its largest position. Keystone Wealth Services LLC’s holdings in iShares Core S&P 500 ETF were worth $27,754,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares in the last quarter. Axiom Investors LLC DE raised its position in iShares Core S&P 500 ETF by 73.3% in the 1st quarter. Axiom Investors LLC DE now owns 2,600 shares of the company’s stock valued at $1,461,000 after buying an additional 1,100 shares during the last quarter. Northeast Financial Consultants Inc lifted its stake in iShares Core S&P 500 ETF by 3.2% during the 1st quarter. Northeast Financial Consultants Inc now owns 16,504 shares of the company’s stock valued at $9,274,000 after acquiring an additional 519 shares in the last quarter. Finally, AAF Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 2.2% during the 1st quarter. AAF Wealth Management LLC now owns 76,861 shares of the company’s stock worth $43,188,000 after acquiring an additional 1,646 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF News Summary

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

Positive Sentiment: Large passive flows remain focused on core S&P exposures — VOO topped daily ETF flows, a proxy for investor demand that typically benefits IVV (both track the S&P 500). Daily ETF Flows: VOO Tops The List
Positive Sentiment: The S&P 500 posted a strong 16.4% gain in 2025, underpinning investor confidence in large‑cap U.S. equities that IVV holds. S&P 500 Snapshot: Index Posts 16.4% Gain in 2025
Positive Sentiment: Energy stocks led a market rally on hopes of Venezuela rebuilding and higher commodity activity, lifting the index — a tailwind for IVV via energy components. Dow Jones and S&P 500: US Indices Hit Records as Energy Sector Leads Rally Today
Positive Sentiment: Company-level outperformers in the S&P 500 (e.g., Micron showing top revenue growth expectations) support index earnings momentum, which helps IVV. Micron’s stock is an S&P 500 standout by this metric, as memory prices boom
Positive Sentiment: ETF industry data show broadening investor appetite across asset classes but sustained tilt toward core equity exposures — supportive for flagship S&P ETFs like IVV. From Bitcoin to Bonds: Examining the 2025 ETF Heavyweights
Neutral Sentiment: Technical/market strategists continue to call for higher index levels and say dips are buying opportunities — constructive but not a direct catalyst. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Continue to Look for Higher Levels
Neutral Sentiment: Quarterly snapshots show technology driving much of recent EPS and revenue growth in the S&P 500 — supportive long term but mixed across sectors. A Quick Look At Q4 ’25 EPS And Revenue For S&P 500
Negative Sentiment: Volatility spiked even as the S&P rose — rare same‑day gains for both the S&P 500 and the VIX signal rising uncertainty, which can cap further rallies for IVV. It’s rare for the S&P 500 and the VIX to post gains on the same day. Here’s why it just happened.
Negative Sentiment: Ongoing geopolitical/military developments tied to Venezuela create headline risk; while they have boosted energy names, they also increase market uncertainty. S&P 500: Energy Sector Leads Rally as US Stock Market Absorbs Venezuela News

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $694.89 on Wednesday. The company has a fifty day moving average price of $682.71 and a 200-day moving average price of $660.31. The firm has a market cap of $771.36 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $695.35.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.