iShares Core S&P 500 ETF $IVV Shares Sold by Bluestem Financial Advisors LLC

Bluestem Financial Advisors LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 79,848 shares of the company’s stock after selling 994 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 21.1% of Bluestem Financial Advisors LLC’s portfolio, making the stock its 2nd biggest position. Bluestem Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $54,691,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Americana Partners LLC increased its position in shares of iShares Core S&P 500 ETF by 21.8% during 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 period. Forza Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after purchasing an additional 1,438 shares during the period. Legacy Private Trust Co. boosted its position in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing an additional 3,711 shares during the period. Coyle Financial Counsel LLC boosted its position in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing an additional 7,120 shares during the period. Finally, Hubbell Strickland Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after purchasing an additional 792 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Up 2.5%

NYSEARCA:IVV opened at $678.99 on Thursday. iShares Core S&P 500 ETF has a 1-year low of $495.34 and a 1-year high of $700.97. The firm has a market capitalization of $748.42 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a fifty day simple moving average of $676.78 and a 200 day simple moving average of $679.70.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 reclaimed both its 50- and 200-day moving averages after the ceasefire announcement, a technical breakout that tends to attract momentum flows into index products like IVV. Read More.
• Positive Sentiment: Wall Street commentary has swung from geopolitical angst to talk of new S&P records, reinforcing bullish positioning in large-cap index exposure (beneficial for IVV). Read More.
• Positive Sentiment: Futures and pre-market action jumped after the ceasefire declaration, a near-term catalyst that drove buying across major ETFs and heavyweight S&P constituents. Read More.
• Positive Sentiment: An institutional investor (Austin Private Wealth LLC) increased its IVV holdings, a direct vote of confidence and a small demand signal for the fund. Read More.
• Neutral Sentiment: Market forecasts from several outlets expect U.S. indices to follow global risk-on flows higher; supportive but not a guaranteed sustained tailwind for IVV. Read More.
• Neutral Sentiment: Analysis of alternative S&P-related ETFs (multifactor/value-tilted funds) highlights options that could outperform in certain scenarios; useful context for investors weighing IVV vs. active/tilted ETF strategies. Read More.
• Negative Sentiment: UBS trimmed its 2026 S&P target citing higher oil and geopolitical risk; a renewed spike in energy prices or conflict escalation would hurt growth-sensitive components of the index and pressure IVV. Read More.
• Negative Sentiment: Sentiment gauges (Fear & Greed) remain in the “extreme fear” zone despite recent gains, indicating the rally may be fragile and prone to reversal if geopolitical clarity fades. Read More.

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.