Valley Forge Investment Consultants Inc. ADV Purchases 9,446 Shares of iShares Core S&P 500 ETF $IVV

Valley Forge Investment Consultants Inc. ADV grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 189,524 shares of the company’s stock after buying an additional 9,446 shares during the quarter. iShares Core S&P 500 ETF accounts for 37.1% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its largest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P 500 ETF were worth $126,848,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in IVV. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the period. Calton & Associates Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 25.3% in the first quarter. Calton & Associates Inc. now owns 1,882 shares of the company’s stock valued at $1,058,000 after buying an additional 380 shares in the last quarter. Ewing Morris & Co. Investment Partners Ltd. boosted its stake in shares of iShares Core S&P 500 ETF by 30.4% in the first quarter. Ewing Morris & Co. Investment Partners Ltd. now owns 6,737 shares of the company’s stock valued at $3,786,000 after buying an additional 1,570 shares in the last quarter. Finally, MAI Capital Management grew its holdings in iShares Core S&P 500 ETF by 1.6% during the first quarter. MAI Capital Management now owns 1,642,402 shares of the company’s stock worth $922,866,000 after acquiring an additional 26,359 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $693.27 on Monday. The company has a market cap of $727.59 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $694.70. The business has a fifty day moving average of $681.35 and a two-hundred day moving average of $655.94.

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: 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 Company 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.