iShares Core S&P 500 ETF $IVV Shares Sold by Moller Wealth Partners

Moller Wealth Partners lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 36,288 shares of the company’s stock after selling 2,936 shares during the period. iShares Core S&P 500 ETF accounts for approximately 5.2% of Moller Wealth Partners’ portfolio, making the stock its 6th biggest position. Moller Wealth Partners’ holdings in iShares Core S&P 500 ETF were worth $24,855,000 at the end of the most recent reporting period.

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

IVV opened at $651.30 on Monday. The stock has a market capitalization of $715.91 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The business’s 50 day moving average price is $686.64 and its 200 day moving average price is $680.09.

Key iShares Core S&P 500 ETF News

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 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.