iShares Core S&P 500 ETF $IVV Shares Sold by Charles Schwab Trust Co

Charles Schwab Trust Co lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 38,589 shares of the company’s stock after selling 2,094 shares during the quarter. iShares Core S&P 500 ETF makes up about 1.7% of Charles Schwab Trust Co’s holdings, making the stock its 14th largest position. Charles Schwab Trust Co’s holdings in iShares Core S&P 500 ETF were worth $26,431,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Breakwater Capital Group lifted its stake in iShares Core S&P 500 ETF by 0.9% during the fourth quarter. Breakwater Capital Group now owns 24,854 shares of the company’s stock worth $17,024,000 after purchasing an additional 211 shares during the last quarter. Post Resch Tallon Group Inc. increased its stake in iShares Core S&P 500 ETF by 10.6% in the fourth quarter. Post Resch Tallon Group Inc. now owns 19,582 shares of the company’s stock valued at $13,412,000 after purchasing an additional 1,871 shares during the last quarter. Affinity Capital Advisors LLC increased its stake in iShares Core S&P 500 ETF by 6.7% in the fourth quarter. Affinity Capital Advisors LLC now owns 103,059 shares of the company’s stock valued at $70,589,000 after purchasing an additional 6,503 shares during the last quarter. Hardin Capital Partners LLC raised its holdings in iShares Core S&P 500 ETF by 31.5% during the fourth quarter. Hardin Capital Partners LLC now owns 2,541 shares of the company’s stock worth $1,741,000 after purchasing an additional 608 shares in the last quarter. Finally, Independence Wealth Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth approximately $619,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 1.1%

Shares of NYSEARCA:IVV opened at $658.34 on Tuesday. The firm has a 50 day simple moving average of $685.84 and a 200-day simple moving average of $680.13. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The company has a market capitalization of $723.65 billion, a PE ratio of 25.10 and a beta of 1.00.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Analysts note that forward EPS estimates for the S&P 500 have been revised up, lifting the benchmark’s earnings yield and supporting index valuation — a tailwind for broad-market ETFs like IVV. S&P 500 Earnings Update: Forward EPS Estimates Still Seeing Higher Revisions
• Positive Sentiment: Two recent pieces revisit the historical case for buying broad S&P exposure during sell-offs, which can encourage dip-buying and inflows into IVV from long-term investors. Should You Buy the iShares Core S&P 500 ETF During the Stock Market Sell-Off? Here’s What History Says. Should You Buy the iShares Core S&P 500 ETF During the Stock Market Sell-Off? Here’s What History Says.
• Neutral Sentiment: Commentary says the S&P 500’s 200-day moving average is less reliable as ETF adoption and market structure evolve — this changes technical trading signals but doesn’t directly alter IVV’s fundamentals. How ETFs crushed Wall Street’s favorite stock-market indicator
• Neutral Sentiment: Vertiv’s addition to the S&P 500 shifts index composition slightly; additions/removals matter for short-term trading flows but have limited long-term impact on IVV’s diversified exposure. Vertiv Joins the S&P 500 Today. Can Its AI Rally Keep Going?
• Negative Sentiment: Analysis shows the market-cap weighted S&P 500 has trailed “pure” value and growth versions because concentrated, narrow leaders have outperformed — a drag on IVV versus some factor-tilted ETFs and may encourage rotations into narrower products. Here’s a big reason the S&P 500 has trailed ‘pure’ versions of the index that focus on value and growth
• Negative Sentiment: Geopolitical headlines and reports that U.S. futures plunged after weekend developments are pressuring risk assets and prompting short-term outflows from broad equity ETFs. Stock Market Today: S&P 500, Dow Jones Futures Plunge As Trump Issues Ultimatum To ‘Obliterate’ Iran—SSR Mining, Nebius, United Airlines In Focus
• Negative Sentiment: Research and portfolio signals show some ETF strategies (sector- and momentum-focused) materially outperforming the S&P, which could pull investor dollars away from broad-cap IVV into specialty ETFs. Echoes Of 2022: Bear Bounces As ETF Signal Portfolio Leads S&P 500 By Over 23%
• Negative Sentiment: Recent 13F reports show some institutional holders trimming IVV positions (small percentage reductions reported), which can be a minor headwind for fund inflows if the trend continues. Cooper Financial Group Sells 847 Shares of iShares Core S&P 500 ETF $IVV iShares Core S&P 500 ETF $IVV Stock Holdings Decreased by CenturyLink Investment Management Co

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.