Congress Asset Management Co. raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,509.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 16,205 shares of the company’s stock after buying an additional 15,198 shares during the quarter. Congress Asset Management Co.’s holdings in iShares Core S&P 500 ETF were worth $11,099,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Americana Partners LLC increased its stake in shares of iShares Core S&P 500 ETF by 21.8% in the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares during the last quarter. Forza Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after buying an additional 1,438 shares in the last quarter. Legacy Private Trust Co. lifted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after buying an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC lifted its position in shares of iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after buying an additional 7,120 shares during the last quarter. Finally, Fonville Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 121.3% during the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after buying an additional 3,224 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Down 0.3%
NYSEARCA:IVV opened at $656.23 on Wednesday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The stock’s 50-day simple moving average is $685.03 and its 200 day simple moving average is $680.17. The firm has a market capitalization of $721.33 billion, a PE ratio of 25.10 and a beta of 1.00.
More iShares Core S&P 500 ETF News
- Positive Sentiment: Barclays raised its 2026 year-end S&P 500 target to 7,650, citing strong corporate earnings (particularly tech) and resilient growth — a bullish analyst view that supports longer-term upside for broad S&P exposure like IVV. Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks
- Neutral Sentiment: Analyses arguing whether to buy IVV during the current sell-off note historical opportunities for long-term investors — this could encourage dollar-cost averaging and inflows into IVV, but doesn’t guarantee an immediate rebound. Should You Buy the iShares Core S&P 500 ETF During the Stock Market Sell-Off? Here’s What History Says.
- Neutral Sentiment: Commentary that equity indices are “waiting for headlines” highlights that market direction is currently headline-driven; IVV performance may remain volatile until clearer macro or geopolitical signals emerge. NASDAQ Index, Dow Jones and S&P 500 Forecasts – US Indices Waiting for Headlines
- Neutral Sentiment: Coverage on how ETFs have changed technical indicators (e.g., the 200-day moving average) suggests some historical technical signals may be less reliable for timing IVV trades. How ETFs crushed Wall Street’s favorite stock-market indicator
- Negative Sentiment: The S&P 500 hit a six-month low and posted a fourth straight weekly loss, underscoring broad weakness that pulls IVV lower because it tracks the index. S&P 500 Snapshot: Index Falls to 6-Month Low
- Negative Sentiment: Energy-led strength (oil rally) and heightened Middle East tensions are triggering risk-off flows into energy and out of growth/mega-cap names that drive the S&P — a sector rotation that can weigh on IVV’s broad-market performance in the near term. S&P 500: Stock Market Weak Today As Oil Rallies, Uncertainty Builds
- Negative Sentiment: U.S. futures fell on geopolitical headlines (Iran comments), amplifying near-term volatility and downward pressure on benchmark ETFs like IVV. Stock Market Today: Dow, S&P 500 Futures Fall As Iran Says ‘No Negotiations’ Took Place With US—Coherent, Apollo Global, GameStop In Focus
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.
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