iShares Core S&P 500 ETF $IVV Position Cut by DWR Wealth Management LLC

DWR Wealth Management LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,234 shares of the ETF’s stock after selling 1,257 shares during the period. iShares Core S&P 500 ETF makes up about 12.9% of DWR Wealth Management LLC’s holdings, making the stock its largest holding. DWR Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $17,291,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in IVV. Castle Rock Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.4% during the second quarter. Castle Rock Wealth Management LLC now owns 1,121 shares of the ETF’s stock worth $840,000 after buying an additional 16 shares during the period. NerdWallet Wealth Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 11.6% in the 2nd quarter. NerdWallet Wealth Partners LLC now owns 127,022 shares of the ETF’s stock valued at $95,115,000 after buying an additional 13,153 shares during the period. Westmount Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Westmount Partners LLC now owns 12,109 shares of the ETF’s stock valued at $9,069,000 after buying an additional 447 shares during the period. Clark Asset Management LLC lifted its stake in iShares Core S&P 500 ETF by 1.3% during the 2nd quarter. Clark Asset Management LLC now owns 3,945 shares of the ETF’s stock worth $2,954,000 after acquiring an additional 52 shares in the last quarter. Finally, Evanson Financial LLC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter worth about $3,853,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $772.13 on Friday. The business has a 50-day moving average of $749.71 and a 200 day moving average of $715.30. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $780.64. The stock has a market capitalization of $896.87 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.