Oregon Pacific Wealth Management LLC Sells 865 Shares of iShares Core S&P 500 ETF $IVV

Oregon Pacific Wealth Management LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 34.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,653 shares of the company’s stock after selling 865 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.0% of Oregon Pacific Wealth Management LLC’s portfolio, making the stock its 24th largest position. Oregon Pacific Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,106,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at about $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Axiom Investors LLC DE boosted its holdings in iShares Core S&P 500 ETF by 73.3% during the 1st quarter. Axiom Investors LLC DE now owns 2,600 shares of the company’s stock valued at $1,461,000 after acquiring an additional 1,100 shares during the period. Northeast Financial Consultants Inc grew its position in iShares Core S&P 500 ETF by 3.2% during the 1st quarter. Northeast Financial Consultants Inc now owns 16,504 shares of the company’s stock worth $9,274,000 after acquiring an additional 519 shares during the last quarter. Finally, AAF Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.2% during the 1st quarter. AAF Wealth Management LLC now owns 76,861 shares of the company’s stock worth $43,188,000 after acquiring an additional 1,646 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $694.89 on Wednesday. The company has a market capitalization of $771.36 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $695.35. The stock has a 50 day moving average price of $682.71 and a two-hundred day moving average price of $660.31.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: Large passive flows remain focused on core S&P exposures — VOO topped daily ETF flows, a proxy for investor demand that typically benefits IVV (both track the S&P 500). Daily ETF Flows: VOO Tops The List
• Positive Sentiment: The S&P 500 posted a strong 16.4% gain in 2025, underpinning investor confidence in large‑cap U.S. equities that IVV holds. S&P 500 Snapshot: Index Posts 16.4% Gain in 2025
• Positive Sentiment: Energy stocks led a market rally on hopes of Venezuela rebuilding and higher commodity activity, lifting the index — a tailwind for IVV via energy components. Dow Jones and S&P 500: US Indices Hit Records as Energy Sector Leads Rally Today
• Positive Sentiment: Company-level outperformers in the S&P 500 (e.g., Micron showing top revenue growth expectations) support index earnings momentum, which helps IVV. Micron’s stock is an S&P 500 standout by this metric, as memory prices boom
• Positive Sentiment: ETF industry data show broadening investor appetite across asset classes but sustained tilt toward core equity exposures — supportive for flagship S&P ETFs like IVV. From Bitcoin to Bonds: Examining the 2025 ETF Heavyweights
• Neutral Sentiment: Technical/market strategists continue to call for higher index levels and say dips are buying opportunities — constructive but not a direct catalyst. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Continue to Look for Higher Levels
• Neutral Sentiment: Quarterly snapshots show technology driving much of recent EPS and revenue growth in the S&P 500 — supportive long term but mixed across sectors. A Quick Look At Q4 ’25 EPS And Revenue For S&P 500
• Negative Sentiment: Volatility spiked even as the S&P rose — rare same‑day gains for both the S&P 500 and the VIX signal rising uncertainty, which can cap further rallies for IVV. It’s rare for the S&P 500 and the VIX to post gains on the same day. Here’s why it just happened.
• Negative Sentiment: Ongoing geopolitical/military developments tied to Venezuela create headline risk; while they have boosted energy names, they also increase market uncertainty. S&P 500: Energy Sector Leads Rally as US Stock Market Absorbs Venezuela News

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.