Stockman Wealth Management Inc. Acquires 869 Shares of iShares Core S&P 500 ETF $IVV

Stockman Wealth Management Inc. grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.6% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 9,095 shares of the company’s stock after purchasing an additional 869 shares during the period. Stockman Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $6,087,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of IVV. Legacy Wealth Management Inc lifted 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 purchasing an additional 7,487 shares during the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in iShares Core S&P 500 ETF by 3.5% in 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 bought a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at $627,000. Cape Investment Advisory Inc. raised its stake in shares of iShares Core S&P 500 ETF by 35.9% in the second quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after buying an additional 741 shares during the period. Finally, TCP Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock valued at $82,902,000 after buying an additional 1,290 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 Stock Performance

IVV stock opened at $693.27 on Monday. The stock has a fifty day moving average of $681.35 and a 200-day moving average of $655.94. 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 company has a market capitalization of $727.59 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

Key Headlines 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 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

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.