Trifecta Capital Advisors LLC Trims Holdings in iShares Core S&P 500 ETF $IVV

Posted by Alanna Baker on Jan 30th, 2026

Trifecta Capital Advisors LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,382 shares of the company’s stock after selling 1,147 shares during the period. iShares Core S&P 500 ETF comprises about 2.7% of Trifecta Capital Advisors LLC’s investment portfolio, making the stock its 11th largest position. Trifecta Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $17,657,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in IVV. Falcon Wealth Planning raised its stake in shares of iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after purchasing an additional 15 shares in the last quarter. Atwood & Palmer Inc. increased its holdings in iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after buying an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. raised its stake in iShares Core S&P 500 ETF by 2.7% during the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after buying an additional 15 shares in the last quarter. Balanced Wealth Group LLC lifted its holdings in iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares during the last quarter. Finally, Wealth Watch Advisors INC grew its position in shares of iShares Core S&P 500 ETF by 1.5% in the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after acquiring an additional 16 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 0.2%

Shares of NYSEARCA IVV opened at $697.09 on Friday. The company has a market capitalization of $763.84 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97. The business has a 50 day simple moving average of $688.37 and a 200-day simple moving average of $668.45.

iShares Core S&P 500 ETF News Summary

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

Positive Sentiment: S&P 500 topped the 7,000 mark for the first time, driven by AI optimism and expectations for strong Big Tech earnings—this broad-market momentum supports IVV’s large-cap exposure. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
Positive Sentiment: Investor sentiment metrics and record-high headlines indicate “greed” and improved risk appetite, which typically benefits a broad S&P-weighted ETF like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
Positive Sentiment: U.S. futures rose after the Fed signaled a pause in rate cuts and traders focused on upcoming mega-cap earnings (Tesla, Microsoft, Meta, Apple, IBM), which could catalyze further upside for large-cap-heavy IVV. Stock Market Today: S&P 500, Dow Jones Futures Gain After Federal Reserve Pauses Rate Cuts
Neutral Sentiment: Market technicians and strategists are watching charts for the S&P’s next move; several note tech earnings could be the near-term catalyst but also create volatility. These stock traders’ charts are signaling the S&P 500’s next move
Neutral Sentiment: Coverage and commentary around the S&P breaking 7,000 (news/videos) reinforce the milestone but add little incremental fundamental change—mostly headlines driving flows. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
Negative Sentiment: There are early signs of profit‑taking and a rotation preference for midcaps/Small‑cap (Russell 2000) and international stocks—flows away from the mega-cap concentration in the S&P could pressure IVV. Will the Russell 2000 Continue to Outperform the S&P 500?
Negative Sentiment: Profit-taking ahead of key Fed commentary and mega-cap earnings can trigger short-term volatility and weigh on an ETF concentrated in large caps like IVV. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism

iShares Core S&P 500 ETF Profile

(Free Report)

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.