Private Wealth Asset Management LLC Has $97.48 Million Stake in iShares Core S&P 500 ETF $IVV

Private Wealth Asset Management LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 142,321 shares of the company’s stock after buying an additional 5,135 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 10.6% of Private Wealth Asset Management LLC’s investment portfolio, making the stock its largest position. Private Wealth Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $97,482,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in IVV. Legacy Private Trust Co. increased its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC increased its stake in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after acquiring an additional 792 shares in the last quarter. Belpointe Asset Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares in the last quarter. Finally, Atria Investments Inc increased its stake in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: The S&P 500 continued to hit record highs earlier in the week, supported by a powerful rally and strength in large-cap stocks, especially semiconductors and AI-related names. S&P500: US Stocks Climb to Records as Chip Rally Powers Stock Market
• Positive Sentiment: The market’s recent winning streak and record-setting close suggest momentum remains constructive over the medium term, which can support IVV if investors keep buying the broad market dip. S&P 500 Posts Longest Winning Streak in a Year
• Neutral Sentiment: The latest market action shows investors watching macro signals such as Treasury yields, oil prices, inflation concerns, and Fed policy uncertainty, all of which are influencing broad index direction. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
• Negative Sentiment: The rally has started to lose steam, with the S&P 500 giving back earlier gains and breadth deteriorating, which raises the risk of a broader pullback in IVV. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy
• Negative Sentiment: Several reports warn that rising volatility in individual stocks, weaker market breadth, and stretched sentiment could create asymmetric downside risk for the S&P 500 if selling accelerates. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500

iShares Core S&P 500 ETF Stock Down 0.8%

NYSEARCA:IVV opened at $757.25 on Thursday. The company has a fifty day moving average of $712.35 and a 200-day moving average of $694.64. The firm has a market capitalization of $836.19 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $593.93 and a twelve month high of $764.00.

About iShares Core S&P 500 ETF

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.