iShares Core S&P 500 ETF $IVV Shares Sold by Maridea Wealth Management LLC

Maridea Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 52.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,533 shares of the company’s stock after selling 2,790 shares during the quarter. Maridea Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,735,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. Heck Capital Advisors LLC bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $331,591,000. Bison Wealth LLC raised 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 worth $4,591,000 after buying an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. raised its position in shares of iShares Core S&P 500 ETF by 0.8% during 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. Cozad Asset Management Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 8.5% in the 2nd quarter. Cozad Asset Management Inc. now owns 2,214 shares of the company’s stock worth $1,375,000 after acquiring an additional 173 shares during the period. Finally, Soundwatch Capital LLC lifted its stake in shares of iShares Core S&P 500 ETF by 474.9% in the 2nd quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock worth $936,287,000 after acquiring an additional 1,245,649 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

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: Analysis arguing a near-term countertrend rally for the S&P 500 could lift broad-market ETFs like IVV if the forecast plays out; this is a short‑term bullish technical call that could attract buyers into index ETFs. The S&P 500 Will See a Countertrend Rally Soon
• Positive Sentiment: A popular ETF comparison argues many buy-and-hold investors are better off with lower-cost S&P 500 ETFs (implicit support for IVV vs. legacy SPY habits), which can support long-term flows into IVV. The Only S&P 500 ETF You Need in 2026 and It’s Not the One You Think
• Neutral Sentiment: A primer on IVV that highlights its core, passively managed S&P 500 exposure — useful for reminding investors IVV’s role as a low-cost benchmark vehicle but not new catalyst news. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
• Neutral Sentiment: MarketWatch notes that dropping under the 200‑day moving average after a long run isn’t always catastrophic — suggests potential for choppy consolidation rather than a persistent selloff. Here’s what happens after the S&P 500 breaks under the 200-day moving average following a long run
• Negative Sentiment: JPMorgan trimmed its 2026 year‑end S&P 500 target (7,200 from 7,500) and warned markets may be underpricing supply‑shock risks from rising oil — a caution that can weigh on broad‑market ETFs like IVV. JPMorgan analysts cut S&P 500 target, flagging market complacency despite oil shock
• Negative Sentiment: Technicals and internals show deterioration beneath the surface (breadth weakness, oil surge, geopolitical risk), which supports caution and outflows from risk-on ETFs. The S&P 500 just flashed a bearish sign — but more damage is being done beneath the market’s surface
• Negative Sentiment: Strategists and technicians (including Fairlead’s Katie Stockton) flag vulnerability around the S&P’s 200‑day moving average and rising headline/geopolitical risk, adding to near‑term downside risk for IVV. The S&P 500 200-day moving average looks vulnerable to us, says Fairlead’s Katie Stockton

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $651.30 on Monday. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $700.97. The stock has a market capitalization of $715.91 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $686.64 and a 200-day simple moving average of $680.09.

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.