Beacon Investment Advisory Services Inc. Has $27.36 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Beacon Investment Advisory Services Inc. lowered its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 40,884 shares of the company’s stock after selling 2,874 shares during the period. iShares Core S&P 500 ETF makes up about 1.2% of Beacon Investment Advisory Services Inc.’s holdings, making the stock its 24th biggest position. Beacon Investment Advisory Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $27,364,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after buying an additional 1,190,963 shares during the period. JPMorgan Chase & Co. increased its stake in iShares Core S&P 500 ETF by 18.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after purchasing an additional 4,378,977 shares in the last quarter. New Vernon Capital Holdings II LLC raised its holdings in iShares Core S&P 500 ETF by 53,779.2% during the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after buying an additional 24,729,312 shares during the last quarter. Creative Planning grew its holdings in shares of iShares Core S&P 500 ETF by 1.8% during the second quarter. Creative Planning now owns 22,229,974 shares of the company’s stock valued at $13,802,591,000 after buying an additional 398,230 shares during the last quarter. Finally, PNC Financial Services Group Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the second quarter. PNC Financial Services Group Inc. now owns 15,375,370 shares of the company’s stock valued at $9,546,567,000 after buying an additional 105,099 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
• Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
• Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
• Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
• Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
• Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
• Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
• Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
• Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning

iShares Core S&P 500 ETF Price Performance

IVV opened at $693.27 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $694.70. The firm has a market capitalization of $727.59 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $681.35 and its 200 day moving average is $655.58.

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.