Fairway Wealth LLC Boosts Position in iShares Core S&P 500 ETF $IVV

Fairway Wealth LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 38,647 shares of the company’s stock after acquiring an additional 948 shares during the quarter. iShares Core S&P 500 ETF comprises about 5.3% of Fairway Wealth LLC’s investment portfolio, making the stock its 5th largest holding. Fairway Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $26,471,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Cathy Pareto & Associates Inc. boosted 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 during the period. Balanced Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock valued at $1,196,000 after acquiring an additional 15 shares during the period. Nicollet Investment Management Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares during the period. Anchor Investment Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after acquiring an additional 15 shares during the period. Finally, Wealth Effects LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $717.28 on Friday. iShares Core S&P 500 ETF has a 1 year low of $544.10 and a 1 year high of $717.77. The company has a market cap of $787.47 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average of $679.46 and a 200-day moving average of $682.56.

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 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.