iShares Core S&P 500 ETF $IVV is Earned Wealth Advisors LLC’s 3rd Largest Position

Earned Wealth Advisors LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 25.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 94,190 shares of the company’s stock after acquiring an additional 19,163 shares during the period. iShares Core S&P 500 ETF makes up about 4.6% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Earned Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $64,514,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in IVV. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $29,000. Palouse Capital Management Inc. purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth about $38,000. Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF in the third quarter worth about $39,000. Dorato Capital Management purchased a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at approximately $55,000. Finally, Maryland Capital Advisors Inc. boosted its position in shares of iShares Core S&P 500 ETF by 681.8% during the fourth quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock valued at $59,000 after buying an additional 75 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $712.09 on Tuesday. The stock’s 50 day moving average price is $677.63 and its 200-day moving average price is $681.52. iShares Core S&P 500 ETF has a one year low of $510.83 and a one year high of $715.66. The stock has a market cap of $781.63 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.