Curtis Wealth Management LLC Acquires New Position in iShares Core S&P 500 ETF $IVV

Curtis Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,278 shares of the company’s stock, valued at approximately $4,369,000. iShares Core S&P 500 ETF comprises approximately 3.9% of Curtis Wealth Management LLC’s holdings, making the stock its 9th biggest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Legacy Private Trust Co. lifted its position 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 worth $228,119,000 after acquiring an additional 3,711 shares during the period. Coyle Financial Counsel LLC lifted its position 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 worth $71,723,000 after acquiring an additional 7,120 shares during the period. Hubbell Strickland Wealth Management LLC lifted its position 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 worth $27,172,000 after acquiring an additional 792 shares during the period. Belpointe Asset Management LLC lifted its position 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 worth $27,239,000 after acquiring an additional 1,700 shares during the period. Finally, Atria Investments Inc lifted its position 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 worth $172,181,000 after acquiring an additional 30,777 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 2.6%

Shares of IVV stock opened at $740.91 on Friday. The stock has a 50 day moving average of $716.06 and a two-hundred day moving average of $695.56. iShares Core S&P 500 ETF has a 12 month low of $594.71 and a 12 month high of $764.00. The company has a market capitalization of $818.15 billion, a P/E ratio of 25.10 and a beta of 1.00.

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: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
• Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
• Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
• Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
• Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
• Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

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.