Precision Wealth Strategies LLC Decreases Stock Holdings in iShares Core S&P 500 ETF $IVV

Posted by Dante Gardener on Dec 28th, 2025

Precision Wealth Strategies LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 4,442 shares of the company’s stock after selling 748 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.0% of Precision Wealth Strategies LLC’s holdings, making the stock its 25th largest position. Precision Wealth Strategies LLC’s holdings in iShares Core S&P 500 ETF were worth $2,973,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Legacy Wealth Management Inc increased its holdings in iShares Core S&P 500 ETF by 1.4% in the third quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after buying an additional 7,487 shares during the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its holdings in iShares Core S&P 500 ETF by 3.5% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock worth $17,828,000 after buying an additional 974 shares during the last quarter. Spinnaker Investment Group LLC acquired a new position in shares of iShares Core S&P 500 ETF in the 3rd quarter worth approximately $627,000. Cape Investment Advisory Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 35.9% in the 2nd quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after acquiring an additional 741 shares during the last quarter. Finally, TCP Asset Management LLC raised its position in shares of iShares Core S&P 500 ETF by 1.1% during the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock valued at $82,902,000 after acquiring an additional 1,290 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $693.27 on Friday. The stock has a market capitalization of $727.59 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s fifty day moving average price is $681.35 and its 200 day moving average price is $655.58. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $694.70.

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: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning

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.