Post Resch Tallon Group Inc. grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,133 shares of the ETF’s stock after acquiring an additional 1,128 shares during the quarter. iShares Core S&P 500 ETF comprises 11.3% of Post Resch Tallon Group Inc.’s investment portfolio, making the stock its largest position. Post Resch Tallon Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $16,185,000 as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of the stock. Punch & Associates Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the last quarter. Hidden Cove Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 3.5% during the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after acquiring an additional 14 shares during the last quarter. Matthew Goff Investment Advisor LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the 1st quarter. Matthew Goff Investment Advisor LLC now owns 590 shares of the ETF’s stock worth $386,000 after acquiring an additional 15 shares during the last quarter. Richards Merrill & Peterson Inc. grew its position in iShares Core S&P 500 ETF by 2.8% in the first quarter. Richards Merrill & Peterson Inc. now owns 556 shares of the ETF’s stock worth $363,000 after acquiring an additional 15 shares in the last quarter. Finally, Sharp Wealth Advisory LLC increased its stake in iShares Core S&P 500 ETF by 1.3% in the first quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after acquiring an additional 15 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.
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: Investor optimism remains supported by the S&P 500 reaching record highs, with one market strategist arguing that the current bull market still has room to run. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
- Positive Sentiment: Strong earnings forecasts are a key support for IVV: analysts expect roughly 30% year-over-year S&P 500 earnings growth in the third quarter, while Deutsche Bank projects growth as high as 34%, citing persistent AI demand and a cyclical recovery. Here comes third-quarter earnings season Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
- Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, based on improving valuation metrics and historically favorable seasonal conditions. Prediction: The S&P 500 Will Hit 10,000 in 2027
- Positive Sentiment: IVV’s relatively low expense ratio remains a competitive advantage versus higher-cost S&P 500 alternatives, potentially helping long-term investor returns and fund flows. The S&P 500 ETF You Know Charges 0.0945%
iShares Core S&P 500 ETF Stock Down 0.4%
About iShares Core S&P 500 ETF
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.
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