Abound Wealth Management grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 40,044 shares of the company’s stock after purchasing an additional 1,119 shares during the period. iShares Core S&P 500 ETF comprises 6.4% of Abound Wealth Management’s portfolio, making the stock its 4th largest holding. Abound Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $27,428,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after purchasing an additional 45 shares during the last quarter. Summit Global Investments raised its holdings in shares of iShares Core S&P 500 ETF by 160.2% during the 2nd quarter. Summit Global Investments now owns 3,047 shares of the company’s stock valued at $1,892,000 after purchasing an additional 1,876 shares in the last quarter. Finally, FreeGulliver LLC raised its holdings in shares of iShares Core S&P 500 ETF by 11.5% during the 2nd quarter. FreeGulliver LLC now owns 3,170 shares of the company’s stock valued at $1,968,000 after purchasing an additional 328 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Trading Down 0.3%
IVV stock opened at $656.23 on Wednesday. The firm has a market cap of $721.33 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The company has a fifty day simple moving average of $685.03 and a 200 day simple moving average of $680.17.
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
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.
See Also
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