Genesis Private Wealth LLC Buys Shares of 23,414 iShares Core S&P 500 ETF $IVV

Genesis Private Wealth LLC purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 23,414 shares of the company’s stock, valued at approximately $16,037,000. iShares Core S&P 500 ETF accounts for about 5.0% of Genesis Private Wealth LLC’s investment portfolio, making the stock its 2nd largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Wedmont Private Capital grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Wedmont Private Capital now owns 14,480 shares of the company’s stock valued at $10,029,000 after purchasing an additional 153 shares in the last quarter. AdviceOne Advisory Services LLC lifted its holdings in iShares Core S&P 500 ETF by 31.0% during the 4th quarter. AdviceOne Advisory Services LLC now owns 1,224 shares of the company’s stock worth $838,000 after buying an additional 290 shares in the last quarter. Lincoln Capital LLC lifted its holdings in iShares Core S&P 500 ETF by 3.6% during the 4th quarter. Lincoln Capital LLC now owns 4,761 shares of the company’s stock worth $3,261,000 after buying an additional 167 shares in the last quarter. American National Bank of Texas grew its stake in shares of iShares Core S&P 500 ETF by 16.5% in the fourth quarter. American National Bank of Texas now owns 25,030 shares of the company’s stock worth $17,144,000 after acquiring an additional 3,550 shares in the last quarter. Finally, Cahaba Wealth Management Inc. grew its stake in shares of iShares Core S&P 500 ETF by 2.1% in the fourth quarter. Cahaba Wealth Management Inc. now owns 624,708 shares of the company’s stock worth $427,887,000 after acquiring an additional 12,552 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 1.5%

iShares Core S&P 500 ETF stock opened at $651.30 on Monday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The firm has a market capitalization of $715.91 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s fifty day simple moving average is $686.64 and its 200-day simple moving average is $680.09.

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: 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 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.