iShares Core S&P 500 ETF $IVV Holdings Boosted by Resonant Capital Advisors LLC

Resonant Capital Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 208,786 shares of the company’s stock after buying an additional 5,816 shares during the quarter. iShares Core S&P 500 ETF makes up about 7.9% of Resonant Capital Advisors LLC’s investment portfolio, making the stock its largest holding. Resonant Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $143,006,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Cathy Pareto & Associates Inc. grew its position in shares of iShares Core S&P 500 ETF by 2.7% during the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after acquiring an additional 15 shares during the period. Balanced Wealth Group LLC raised its holdings in iShares Core S&P 500 ETF by 0.8% in the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after purchasing an additional 15 shares during the period. Nicollet Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after purchasing an additional 15 shares in the last quarter. Anchor Investment Management LLC grew its holdings in iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after purchasing an additional 15 shares during the period. Finally, Wealth Effects LLC grew its holdings in iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after purchasing an additional 15 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $717.28 on Monday. iShares Core S&P 500 ETF has a 52 week low of $544.10 and a 52 week high of $717.77. The company has a market capitalization of $787.47 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average price is $679.46 and its 200-day moving average price is $682.61.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Broad-market records led by Intel and a semiconductor rally are lifting the S&P 500 — a direct tailwind for IVV. Intel Surge Propels S&P 500, Nasdaq to New Records
• Positive Sentiment: Large ETF inflows into S&P 500 products are supporting demand for IVV and helping push the index to records. S&P 500 hits record as $10B ETF inflows defy risks
• Positive Sentiment: Semiconductor stocks have been outperforming the broader market in 2026, boosting the S&P’s tech/growth exposure and supporting IVV’s rise. Semiconductor stocks are crushing the S&P 500 in 2026
• Positive Sentiment: Retail-focused pieces highlighting income strategies using IVV can boost long-term demand from passive investors. How I’d use the iShares S&P 500 ETF (IVV) to create $50,000 annual passive income
• Neutral Sentiment: Some strategists warn the S&P is overbought, although major banks (e.g., JPMorgan) say momentum could continue — a mixed technical backdrop for IVV. S&P 500 Is Overbought—But JPMorgan Says The Rally Isn’t Done Yet
• Neutral Sentiment: Index forecasts remain constructive despite stretched readings, implying potential for further gains but heightened sensitivity to headlines. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Continue to Look Upwards
• Negative Sentiment: Geopolitical uncertainty around US-Iran developments and the risk of higher oil prices are keeping futures mixed and could trigger short-term pressure on risk assets, including IVV. Dow futures tumble 130 points: 5 things to know before market opens
• Negative Sentiment: International risk-off moves (e.g., FTSE weakness tied to Iran concerns) show the potential for global spillovers that could dent US cyclical stocks and volatility in IVV. FTSE 100 slips as Iran crisis dampens investor confidence

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.