iShares Core S&P 500 ETF $IVV is Ashford Advisors LLC’s Largest Position

Ashford Advisors LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 371,344 shares of the company’s stock after selling 26,348 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 55.0% of Ashford Advisors LLC’s investment portfolio, making the stock its largest position. Ashford Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $248,541,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Falcon Wealth Planning lifted its position in iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares in the last quarter. Atwood & Palmer Inc. grew its holdings in iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after buying an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. increased its stake in shares of iShares Core S&P 500 ETF by 2.7% in the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after acquiring an additional 15 shares during the last quarter. Balanced Wealth Group LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares during the period. Finally, Johnson Bixby & Associates LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after acquiring an additional 16 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.4%

Shares of IVV opened at $698.65 on Wednesday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $699.63. The firm has a market capitalization of $768.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $686.89 and a 200 day moving average price of $668.04.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: S&P 500 set fresh records as the dollar weakened, a tailwind for IVV because the ETF is weighted to large multinationals that benefit from a softer dollar. S&P 500 Hits Record as Dollar Weakens | Closing Bell
• Positive Sentiment: Analysts and market forecasters remain bullish on US indices and expect upcoming mega‑cap earnings to keep upward momentum for S&P‑tracking ETFs like IVV. NASDAQ Index and S&P 500 Forecasts – US Indices Continue to Look Upwards
• Positive Sentiment: Research notes expect earnings growth — not geopolitics — to drive S&P 500 ETFs higher, reinforcing demand for IVV ahead of Q4/early‑2026 corporate reports. What Geopolitics? Earnings Growth to Drive Wall Street ETFs
• Positive Sentiment: Commentary highlighting the “Magnificent Seven” (NVDA, MSFT, AAPL, GOOGL, AMZN, META, TSLA) supports IVV because these mega‑caps are large drivers of the index’s returns. Will the Russell 2000 Continue to Outperform the S&P 500?
• Positive Sentiment: Technical/breadth analysis suggests the S&P 500 is still on an upward path (Elliott Wave view toward higher targets), which supports continued inflows into IVV if levels hold. S&P 500 Elliott Wave Update: An Unexpected Detour, but Still on Track
• Neutral Sentiment: Russell 2000’s outperformance highlights small‑cap strength, but IVV is large‑cap focused so the direct impact is limited. Will the Russell 2000 Continue to Outperform the S&P 500?
• Neutral Sentiment: Some pre‑earnings futures weakness shows short‑term caution; IVV could see volatility around mega‑cap reports even if medium‑term trend remains positive. Stock Market Today: Dow Jones, S&P 500 Futures Slip As Investors Brace For Mega‑Cap Earnings
• Negative Sentiment: Large losses in big health insurers (UnitedHealth and peers) removed substantial market value and could drag on S&P performance if weakness continues, posing downside risk to IVV. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record

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.