Fonville Wealth Management LLC Has $3.94 Million Stake in iShares Core S&P 500 ETF $IVV

Fonville Wealth Management LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 121.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,882 shares of the company’s stock after acquiring an additional 3,224 shares during the quarter. Fonville Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $3,937,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Elwood & Goetz Wealth Advisory Group LLC increased its position in iShares Core S&P 500 ETF by 20.1% during the 3rd quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 5,500 shares of the company’s stock worth $3,681,000 after purchasing an additional 919 shares in the last quarter. Orin Green Financial LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.4% during the third quarter. Orin Green Financial LLC now owns 51,912 shares of the company’s stock worth $34,745,000 after buying an additional 716 shares during the last quarter. Impact Capital Partners LLC grew its stake in shares of iShares Core S&P 500 ETF by 3.0% during the third quarter. Impact Capital Partners LLC now owns 3,982 shares of the company’s stock worth $2,665,000 after buying an additional 115 shares during the last quarter. Octavia Wealth Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 90.7% during the third quarter. Octavia Wealth Advisors LLC now owns 3,313 shares of the company’s stock worth $2,217,000 after buying an additional 1,576 shares in the last quarter. Finally, Well Done LLC increased its holdings in shares of iShares Core S&P 500 ETF by 2.5% during the third quarter. Well Done LLC now owns 117,478 shares of the company’s stock worth $78,628,000 after buying an additional 2,859 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $694.66 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The stock has a market capitalization of $762.08 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a fifty day moving average of $684.86 and a 200-day moving average of $664.23.

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.