Pacific Excel Wealth Advisors Inc. Has $5.94 Million Holdings in iShares Core S&P 500 ETF $IVV

Pacific Excel Wealth Advisors Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 233.5% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,931 shares of the ETF’s stock after buying an additional 5,553 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.3% of Pacific Excel Wealth Advisors Inc.’s investment portfolio, making the stock its 11th biggest holding. Pacific Excel Wealth Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,939,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in IVV. Belpointe Asset Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the period. Atria Investments Inc raised its stake in iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after purchasing an additional 30,777 shares in the last quarter. M&T Bank Corp boosted its holdings in iShares Core S&P 500 ETF by 0.8% in the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after purchasing an additional 10,723 shares during the period. FDx Advisors Inc. grew its position in shares of iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after purchasing an additional 4,051 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its position in shares of iShares Core S&P 500 ETF by 55.6% during the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after purchasing an additional 6,417 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 1.8%

NYSEARCA IVV opened at $774.79 on Wednesday. The company has a market cap of $899.96 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average of $749.05 and a 200-day moving average of $714.20. iShares Core S&P 500 ETF has a 1-year low of $630.13 and a 1-year high of $777.07.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Iran deal hopes and falling oil prices boosted risk appetite. Reports that progress toward an Iran agreement may be close helped push oil prices lower, easing inflation and cost concerns while supporting equities. Dow soars 1,000 points, S&P 500 hits record as Bessent signals Iran deal is close — and Palantir rallies 29%
• Positive Sentiment: Strong earnings reinforced the rally. Results and outlooks from companies including Palantir and Caterpillar helped lift the major indexes, suggesting corporate profitability remains resilient across several sectors. Dow Jones and S&P500: Hit Records on Iran Deal Hopes and Palantir, Caterpillar
• Positive Sentiment: Analyst expectations for S&P 500 earnings improved. Deutsche Bank raised its 2026 earnings outlook, adding to the bullish case for U.S. equities and potentially supporting IVV’s underlying holdings. Banking giant updates S&P 500 target for 2026
• Neutral Sentiment: Valuations and market breadth provided longer-term support. Commentary noted that valuations have become more attractive while earnings remain strong, and healthy market breadth could help the index withstand weakness in chip stocks. Valuations Are Falling While the S&P 500 is Flat
• Negative Sentiment: Seasonal volatility remains a risk. Strategists warned that August and September are historically difficult months for the S&P 500, while the Federal Reserve’s decision to hold rates steady may limit near-term upside if investors expect faster policy easing. S&P 500 Faces Worst Two Months of the Year

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.