iShares Core S&P 500 ETF $IVV Holdings Decreased by Modera Wealth Management LLC

Modera Wealth Management LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 236,745 shares of the ETF’s stock after selling 3,103 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.9% of Modera Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Modera Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $181,311,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Olistico Wealth LLC bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at $25,000. Sawyer & Company Inc acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth $28,000. Punch & Associates Investment Management Inc. boosted its stake in iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the period. Virginia Estate & Retirement Planning Advisors Inc. acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter worth $32,000. Finally, Allied Private Wealth LLC bought a new position in iShares Core S&P 500 ETF during the 2nd quarter worth about $33,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $759.18 on Monday. The business’s 50-day moving average price is $770.86 and its two-hundred day moving average price is $731.81. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03. The company has a market capitalization of $870.48 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
• Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
• Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
• Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
• Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
• Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
• Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500

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.