Westfuller Advisors LLC Grows Stake in iShares Core S&P 500 ETF $IVV

Westfuller Advisors LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 47.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,624 shares of the company’s stock after acquiring an additional 1,167 shares during the quarter. iShares Core S&P 500 ETF accounts for 1.1% of Westfuller Advisors LLC’s portfolio, making the stock its 26th largest position. Westfuller Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $2,426,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Americana Partners LLC lifted 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 valued at $4,441,000 after purchasing an additional 1,187 shares during the last quarter. Forza Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares during the last quarter. Fonville Wealth Management LLC raised its holdings in 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 acquiring an additional 3,224 shares during the period. Fortitude Family Office LLC raised its stake in iShares Core S&P 500 ETF by 13.4% during the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after purchasing an additional 5,800 shares during the last quarter. Finally, Community Trust & Investment Co. raised its holdings in iShares Core S&P 500 ETF by 29.9% in the 3rd quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock valued at $2,887,000 after acquiring an additional 992 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $692.24 on Friday. The stock has a market capitalization of $761.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s fifty day moving average price is $685.65 and its two-hundred day moving average price is $666.48. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
• Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
• Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
• Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus

iShares Core S&P 500 ETF Company Profile

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.