iShares Core S&P 500 ETF $IVV Holdings Boosted by Mascoma Wealth Management LLC

Mascoma Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 116,624 shares of the company’s stock after purchasing an additional 1,387 shares during the quarter. iShares Core S&P 500 ETF accounts for about 17.1% of Mascoma Wealth Management LLC’s holdings, making the stock its largest holding. Mascoma Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $79,880,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Balanced Wealth Group LLC grew its position in iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares during the last quarter. Nicollet Investment Management Inc. grew its position in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares during the last quarter. Anchor Investment Management LLC grew its position in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares during the last quarter. Wealth Effects LLC grew its position in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares during the last quarter. Finally, West Wealth Group LLC grew its position in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV opened at $742.75 on Tuesday. The stock’s 50 day simple moving average is $686.43 and its 200 day simple moving average is $686.43. iShares Core S&P 500 ETF has a 1 year low of $578.31 and a 1 year high of $744.22. The firm has a market cap of $820.18 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.