Forbes Financial Planning Inc. Acquires 919 Shares of iShares Core S&P 500 ETF $IVV

Forbes Financial Planning Inc. lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,736 shares of the company’s stock after purchasing an additional 919 shares during the quarter. iShares Core S&P 500 ETF comprises about 9.1% of Forbes Financial Planning Inc.’s portfolio, making the stock its 2nd biggest position. Forbes Financial Planning Inc.’s holdings in iShares Core S&P 500 ETF were worth $15,574,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Falcon Wealth Planning raised its stake in iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after buying an additional 15 shares during the last quarter. Atwood & Palmer Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 0.9% during the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 2.7% during the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after acquiring an additional 15 shares in the last quarter. Balanced Wealth Group LLC raised its position in shares of iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after purchasing an additional 15 shares during the last quarter. Finally, Nicollet Investment Management Inc. boosted its stake in iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.2%

IVV stock opened at $704.74 on Friday. The stock has a market capitalization of $772.57 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $510.83 and a 52 week high of $706.00. The firm has a 50 day moving average of $676.93 and a 200 day moving average of $680.77.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Geopolitical de‑escalation (Israel–Lebanon ceasefire) lifted risk appetite, helping the S&P 500 reach fresh highs and supporting ETFs that track the index. S&P 500: US Stock Market Forecast Holds Record High After Israel–Lebanon Ceasefire
• Positive Sentiment: Large-cap techs and AI-related names powered the rally, pushing the S&P 500 and Nasdaq to records — a tailwind for IVV given its heavy tech weight. Tech Stocks Power S&P 500 and Nasdaq to Records
• Positive Sentiment: Strategists and markets are pricing a more dovish Fed path (rate‑cut expectations), which supports equities and helps broad‑market ETFs like IVV. Wall Street is bullish on the S&P 500 post-rate cut
• Neutral Sentiment: Upcoming earnings from volatile, large-cap names (Tesla, IBM, Intel) could drive short-term swings in the index and IVV — a reminder that gains may be bumpy. The S&P 500’s record high may be an illusion — and this rally is a warning
• Neutral Sentiment: Some sectors (software) are trading at cheaper multiples versus prior AI-runup levels, presenting selective opportunities within the index but not guaranteed to change IVV’s immediate trajectory. Software Stocks Look Cheap as S&P 500 Rallies. Are They a Buy?
• Negative Sentiment: Multiple analysts warn US indices look overextended after a sharp run; stretched breadth raises the probability of a pullback, which would weigh on IVV. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Stretched at the Moment
• Negative Sentiment: Rising costs and slower growth remain a medium‑term risk cited by strategists — if inflation or margins worsen, the market rally (and IVV gains) could reverse. S&P 500: US Stock Market Forecast Holds Record High After Israel–Lebanon Ceasefire

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.