Activest Wealth Management Increases Holdings in iShares Core S&P 500 ETF $IVV

Activest Wealth Management grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 941.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,951 shares of the company’s stock after buying an additional 10,804 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.6% of Activest Wealth Management’s holdings, making the stock its 13th largest position. Activest Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $7,999,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of IVV. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC grew its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the period. Independence Bank of Kentucky increased its stake in shares of iShares Core S&P 500 ETF by 29.6% in the 2nd quarter. Independence Bank of Kentucky now owns 7,412 shares of the company’s stock worth $4,602,000 after purchasing an additional 1,695 shares in the last quarter. Jackson Grant Investment Advisers Inc. increased its stake in shares of iShares Core S&P 500 ETF by 0.5% in the 2nd quarter. Jackson Grant Investment Advisers Inc. now owns 6,965 shares of the company’s stock worth $4,325,000 after purchasing an additional 33 shares in the last quarter. Finally, Sound Income Strategies LLC raised its holdings in iShares Core S&P 500 ETF by 7.4% in the 2nd quarter. Sound Income Strategies LLC now owns 9,079 shares of the company’s stock worth $5,637,000 after purchasing an additional 622 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: S&P 500 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
• Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
• Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $698.70 on Thursday. The business’s fifty day moving average is $687.54 and its 200 day moving average is $668.25. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The company has a market capitalization of $768.36 billion, a PE 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.