Waverly Advisors LLC Grows Stake in iShares Core S&P 500 ETF $IVV

Waverly Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,297,944 shares of the ETF’s stock after acquiring an additional 48,868 shares during the period. iShares Core S&P 500 ETF accounts for about 5.7% of Waverly Advisors LLC’s investment portfolio, making the stock its largest holding. Waverly Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $972,018,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $331,591,000. Bison Wealth LLC grew its position in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Schnieders Capital Management LLC. raised its stake in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock valued at $3,512,000 after buying an additional 45 shares during the last quarter. First Trust Advisors LP lifted its holdings in shares of iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after buying an additional 2,105 shares during the period. Finally, Sei Investments Co. boosted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock worth $5,250,000 after buying an additional 97 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock traded down $4.72 during mid-day trading on Tuesday, reaching $769.20. 16,202,958 shares of the stock traded hands, compared to its average volume of 7,832,752. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09. The business’s 50-day moving average is $761.70 and its 200-day moving average is $728.47. The stock has a market capitalization of $893.46 billion, a PE 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: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

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.