Aspen Wealth Strategies LLC Has $20.48 Million Position in iShares Core S&P 500 ETF $IVV

Aspen Wealth Strategies LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,902 shares of the company’s stock after selling 3,856 shares during the quarter. iShares Core S&P 500 ETF comprises 11.2% of Aspen Wealth Strategies LLC’s portfolio, making the stock its 2nd largest holding. Aspen Wealth Strategies LLC’s holdings in iShares Core S&P 500 ETF were worth $20,481,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IVV. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter worth approximately $331,591,000. Bison Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in iShares Core S&P 500 ETF by 0.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after buying an additional 45 shares in the last quarter. First Trust Advisors LP boosted its stake in iShares Core S&P 500 ETF by 43.1% during the 2nd 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 in the last quarter. Finally, Sei Investments Co. boosted its stake in iShares Core S&P 500 ETF by 1.2% during the 2nd 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 in the last quarter. 70.12% of the stock is owned by institutional investors.

Key Headlines 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 records led by Intel and a semiconductor rally are lifting the S&P 500 — a direct tailwind for IVV. Intel Surge Propels S&P 500, Nasdaq to New Records
• Positive Sentiment: Large ETF inflows into S&P 500 products are supporting demand for IVV and helping push the index to records. S&P 500 hits record as $10B ETF inflows defy risks
• Positive Sentiment: Semiconductor stocks have been outperforming the broader market in 2026, boosting the S&P’s tech/growth exposure and supporting IVV’s rise. Semiconductor stocks are crushing the S&P 500 in 2026
• Positive Sentiment: Retail-focused pieces highlighting income strategies using IVV can boost long-term demand from passive investors. How I’d use the iShares S&P 500 ETF (IVV) to create $50,000 annual passive income
• Neutral Sentiment: Some strategists warn the S&P is overbought, although major banks (e.g., JPMorgan) say momentum could continue — a mixed technical backdrop for IVV. S&P 500 Is Overbought—But JPMorgan Says The Rally Isn’t Done Yet
• Neutral Sentiment: Index forecasts remain constructive despite stretched readings, implying potential for further gains but heightened sensitivity to headlines. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Continue to Look Upwards
• Negative Sentiment: Geopolitical uncertainty around US-Iran developments and the risk of higher oil prices are keeping futures mixed and could trigger short-term pressure on risk assets, including IVV. Dow futures tumble 130 points: 5 things to know before market opens
• Negative Sentiment: International risk-off moves (e.g., FTSE weakness tied to Iran concerns) show the potential for global spillovers that could dent US cyclical stocks and volatility in IVV. FTSE 100 slips as Iran crisis dampens investor confidence

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $717.28 on Friday. The stock has a fifty day moving average price of $679.46 and a two-hundred day moving average price of $682.56. The firm has a market cap of $787.47 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $544.10 and a 1 year high of $717.77.

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.