iShares Core S&P 500 ETF $IVV is SWS Partners’ Largest Position

SWS Partners boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,134 shares of the company’s stock after purchasing an additional 773 shares during the quarter. iShares Core S&P 500 ETF comprises 7.4% of SWS Partners’ investment portfolio, making the stock its biggest position. SWS Partners’ holdings in iShares Core S&P 500 ETF were worth $39,819,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in IVV. Americana Partners LLC grew its holdings in shares of iShares Core S&P 500 ETF by 21.8% during the third quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares in the last quarter. Forza Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 28.7% during the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Legacy Private Trust Co. lifted its position in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing an additional 3,711 shares during the last quarter. Coyle Financial Counsel LLC grew its stake in iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after buying an additional 7,120 shares in the last quarter. Finally, Fonville Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after buying an additional 3,224 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 Stock Performance

iShares Core S&P 500 ETF stock opened at $658.96 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The stock has a market cap of $724.33 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $679.25 and its 200-day moving average price is $679.52.

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.