Brookstone Capital Management Has $113.42 Million Stake in iShares Core S&P 500 ETF $IVV

Brookstone Capital Management lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 169,462 shares of the company’s stock after selling 723 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.4% of Brookstone Capital Management’s portfolio, making the stock its 8th largest position. Brookstone Capital Management’s holdings in iShares Core S&P 500 ETF were worth $113,421,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of IVV. Legacy Wealth Management Inc grew its stake in iShares Core S&P 500 ETF by 1.4% in the third quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after acquiring an additional 7,487 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in iShares Core S&P 500 ETF by 3.5% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock worth $17,828,000 after buying an additional 974 shares during the last quarter. Spinnaker Investment Group LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $627,000. Cape Investment Advisory Inc. boosted its stake in iShares Core S&P 500 ETF by 35.9% in the 2nd quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after purchasing an additional 741 shares during the period. Finally, TCP Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the third quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock worth $82,902,000 after purchasing an additional 1,290 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $693.39 on Friday. The stock has a market capitalization of $727.71 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a fifty day moving average price of $680.84 and a two-hundred day moving average price of $654.61. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.86.

Key Stores Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 hitting fresh record closes and momentum across US large caps supports IVV as it tracks the index — bullish market breadth and investor sentiment are lifting the ETF. Article Title
• Positive Sentiment: “Magnificent Seven” / Nvidia strength is driving index leadership; renewed tech gains lift the S&P 500 cap-weighted ETF performance. Article Title
• Positive Sentiment: Short interest in IVV declined sharply in December (~21% drop to ~8.2M shares), reducing a layer of potential selling pressure and supporting upside. (Short-interest data)
• Neutral Sentiment: Holiday-shortened trading and lower volumes are in effect — market moves can be amplified on thin liquidity, so today’s move may be less indicative of durable trend. Article Title
• Neutral Sentiment: Technical commentators are pointing to continued upside (S&P 500 approaching higher targets), which keeps momentum trades intact but increases sensitivity to profit-taking. Article Title
• Negative Sentiment: The Fed’s warning about potential tariff-driven job losses and trade risks poses macro downside — if tariffs or trade tensions escalate, cyclicals and risk assets could be pressured, weighing on IVV. Article Title
• Negative Sentiment: Near-term futures slipped on Christmas Eve and there are geopolitical headlines (troop movements) that could add volatility and temporarily drag on risk assets. Article Title

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.