Assetmark Inc. Acquires 826,373 Shares of iShares Core S&P 500 ETF $IVV

Posted by Defense World Staff on Apr 16th, 2026

Assetmark Inc. boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 511.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 988,047 shares of the company’s stock after buying an additional 826,373 shares during the period. iShares Core S&P 500 ETF makes up about 1.4% of Assetmark Inc.’s investment portfolio, making the stock its 12th largest position. Assetmark Inc. owned about 0.09% of iShares Core S&P 500 ETF worth $676,753,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $331,591,000. Bison Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the period. Schnieders Capital Management LLC. increased its position in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares during the period. First Trust Advisors LP increased its position in shares of iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the period. Finally, Sei Investments Co. increased its position in shares of iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 shares during the period. 70.12% of the stock is owned by institutional investors.

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: Broad market momentum: The S&P 500 hit intraday and closing record highs, a direct tailwind for IVV since it tracks the index. Strong breadth increases the likelihood that ETF flows follow index gains. Read More.
Positive Sentiment: Tech-led rally: Big-cap tech stocks pushed both the S&P 500 and Nasdaq to records, lifting IVV’s performance because tech carries large index weightings. Outperformance in a few mega‑caps can drive ETF gains even if small caps lag. Read More.
Positive Sentiment: Geopolitical de‑escalation hopes: Comments and actions that signal easing of the Iran conflict are boosting risk appetite and futures, supporting IVV flows as sanctuary risk premium fades. Read More.
Positive Sentiment: Rate‑cut narrative and strategist upgrades: Commentary that Fed easing is on the horizon has analysts raising targets and improving sentiment, which supports higher multiples and ETF inflows into the S&P 500. Read More.
Neutral Sentiment: Valuation/sector rotation notes: Some analysts say software and certain growth names look cheaper relative to earlier in the AI cycle, but deciding whether to buy depends on earnings durability—this could redistribute IVV’s internal sector drivers without necessarily changing index direction. Read More.
Neutral Sentiment: Market technicals: Forecasters note indices are somewhat overextended and may stall in early sessions; that raises the chance of short‑term consolidation around current highs for IVV. Read More.
Negative Sentiment: Geopolitical and supply‑shock risk: Coverage warns the Iran conflict and closures around the Strait of Hormuz remain potential catalysts that could reverse risk appetite quickly—this is the main downside threat to IVV. Read More.
Negative Sentiment: Overextension and narrowing leadership: Some notes point out the S&P move is narrow and seen only a few times in decades; if the rally is concentrated in a handful of names, IVV could pull back if those names fade. Read More.

iShares Core S&P 500 ETF Trading Up 0.8%

IVV opened at $703.19 on Thursday. The stock has a market cap of $770.45 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 $510.83 and a 1 year high of $703.61. The stock’s 50 day simple moving average is $676.45 and its 200-day simple moving average is $680.60.

About iShares Core S&P 500 ETF

(Free Report)

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.