iShares Core S&P 500 ETF $IVV Stock Holdings Lessened by Cypress Financial Planning LLC

Cypress Financial Planning LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 50,816 shares of the company’s stock after selling 1,003 shares during the period. iShares Core S&P 500 ETF accounts for approximately 10.4% of Cypress Financial Planning LLC’s portfolio, making the stock its 2nd biggest holding. Cypress Financial Planning LLC’s holdings in iShares Core S&P 500 ETF were worth $34,011,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $331,591,000. Bison Wealth LLC boosted its position 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 acquiring an additional 1,511 shares during the last quarter. Russell Investments Group Ltd. grew its stake in iShares Core S&P 500 ETF by 17.2% in the 1st quarter. Russell Investments Group Ltd. now owns 9,872 shares of the company’s stock worth $5,547,000 after acquiring an additional 1,449 shares during the period. Capital Fund Management S.A. raised its holdings in iShares Core S&P 500 ETF by 8.6% in the 1st quarter. Capital Fund Management S.A. now owns 17,600 shares of the company’s stock valued at $9,889,000 after acquiring an additional 1,400 shares during the last quarter. Finally, Bragg Financial Advisors Inc lifted its stake in shares of iShares Core S&P 500 ETF by 42.3% during the 1st quarter. Bragg Financial Advisors Inc now owns 3,429 shares of the company’s stock worth $1,927,000 after purchasing an additional 1,019 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.9%

IVV stock opened at $683.49 on Friday. The stock has a market capitalization of $717.32 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $693.07. The stock’s fifty day simple moving average is $678.81 and its 200-day simple moving average is $652.04.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
• Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
• Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
• Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
• Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
• Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
• Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
• Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
• Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat

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.