Stewardship Advisors LLC Sells 23,210 Shares of iShares Core S&P 500 ETF $IVV

Stewardship Advisors LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 21.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 84,892 shares of the ETF’s stock after selling 23,210 shares during the period. iShares Core S&P 500 ETF comprises 13.5% of Stewardship Advisors LLC’s holdings, making the stock its biggest position. Stewardship Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $65,014,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IVV. Blalock Williams LLC increased its holdings in shares of iShares Core S&P 500 ETF by 74.9% in the 2nd quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after acquiring an additional 7,130 shares during the period. Elevated Financial Group LLC raised its position in shares of iShares Core S&P 500 ETF by 27.7% in the 3rd quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock worth $57,905,000 after acquiring an additional 16,379 shares in the last quarter. Prairie Advisory LLC lifted its stake in shares of iShares Core S&P 500 ETF by 123.1% during the 3rd quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock worth $12,681,000 after purchasing an additional 9,135 shares during the last quarter. Cornerstone Planning Group LLC lifted its stake in shares of iShares Core S&P 500 ETF by 55.6% during the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after purchasing an additional 6,417 shares during the last quarter. Finally, Compass Financial Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth $3,601,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $776.65 on Thursday. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03. The stock’s 50-day moving average is $771.69 and its 200 day moving average is $750.30. The company has a market cap of $891.63 billion, a P/E ratio of 25.10 and a beta of 1.00.

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: Investors are increasingly optimistic that the S&P 500 could extend its advance. One forecast calls for a fourth consecutive double-digit annual gain in 2026, while Morgan Stanley strategist Mike Wilson said the market correction may be nearly over and projected the index could reach 8,500 by mid-2027. Prediction: 2026 Will Be the S&P 500’s 4th Straight Double-Digit Year Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
• Positive Sentiment: Historical data supports the long-term case for IVV: the S&P 500 has recovered to record highs after every 10% or larger decline since 1950, and has risen one year after each of the past 19 midterm elections. How Long Could You Wait for the S&P 500 to Recover From a 10% Drop?
• Positive Sentiment: IVV’s broad-market exposure, low costs and long-term diversification continue to make it attractive for buy-and-hold investors. A related quality ETF analysis also presents quality-focused diversification as a potential complement to IVV. IVV vs. SPY: Which S&P 500 ETF Is the Better Buy? JQUA: How This Diversified Quality ETF Makes IVV Even Better
• Neutral Sentiment: Institutional ownership changes were mixed: Novem Group and CWA Asset Management increased their positions, and Peirce Capital initiated a stake, while Maia Wealth and Orin Green Financial reduced holdings. These third-quarter filings are relatively small and unlikely to materially affect IVV. Institutional Stake Changes
• Neutral Sentiment: IVV sold approximately $33.5 million of NVIDIA on Monday after adding NVIDIA and Apple shares on October 16, indicating portfolio rebalancing rather than a clear change in the fund’s overall outlook. IVV Sells $33.5 Million of NVIDIA
• Negative Sentiment: Risks remain from inflation, geopolitical tensions and concerns about an AI-driven concentration in the index; 41 AI-related companies reportedly represented nearly half of the S&P 500’s market value. Heavy reliance on technology earnings could increase volatility. AI Swings Rock the S&P 500

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.