Sovereign Financial Group Inc. Cuts Position in iShares Core S&P 500 ETF $IVV

Sovereign Financial Group Inc. lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 25,692 shares of the company’s stock after selling 3,331 shares during the quarter. iShares Core S&P 500 ETF comprises about 3.2% of Sovereign Financial Group Inc.’s portfolio, making the stock its 6th largest position. Sovereign Financial Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $17,196,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in IVV. Legacy Wealth Management Inc grew its position in iShares Core S&P 500 ETF by 1.4% during 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 period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its stake in shares of 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 acquiring an additional 974 shares in the last quarter. Spinnaker Investment Group LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $627,000. Cape Investment Advisory Inc. grew its position in shares of iShares Core S&P 500 ETF by 35.9% during 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 period. Finally, TCP Asset Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock valued at $82,902,000 after purchasing an additional 1,290 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 0.3%

NYSEARCA IVV opened at $690.91 on Tuesday. The stock has a market capitalization of $725.11 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average of $681.68 and a 200 day moving average of $656.54. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $694.70.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Record highs and strong weekly gains for the S&P continue to underpin ETF demand, supporting IVV as investors use passive funds to capture broad market exposure. S&P 500 hits new highs, Morning Squawk
• Positive Sentiment: ETF flows and S&P 500 momentum are highlighted as key drivers heading into 2026, which could keep IVV supported if retail and institutional inflows persist. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Positive Sentiment: Some analysts expect the S&P to grind higher in 2026 (forecasted ~7% gain), which would be constructive for IVV over a 12?month horizon if forecasts hold. S&P 500 Outlook For 2026
• Neutral Sentiment: Wall Street sees slower S&P gains and a broadened leadership beyond tech in 2026 — this implies potential rotation that could reduce IVV’s short?term upside if megacap concentration unwinds, but could benefit the ETF longer term via more balanced sector participation. S&P 500, Nasdaq, Dow Forecasts for 2026
• Neutral Sentiment: Analysts emphasize the Fed and Treasury yields as the central story for 2026; lower yields would justify current multiples and help IVV, while rising yields would pressure valuations. S&P 500 2026 Outlook: Why The Fed Is The Whole Story
• Neutral Sentiment: Market commentators note key technical trendlines after the S&P’s recent records; short?term pullbacks are typical after a strong rally and may present tactical buying opportunities for long?term IVV holders. Key Trendlines to Watch After S&P 500’s New Records
• Negative Sentiment: The S&P pulled back from last week’s record highs with tech and AI?linked names (Nvidia, Tesla, Palantir) leading declines — this concentration risk is pressuring IVV today because megacaps make up a large share of the ETF. US midday market brief: S&P 500 dips after record week
• Negative Sentiment: Investor sentiment weakened (Fear & Greed index down) even as it remains in “Greed,” suggesting heightened vulnerability to short?term volatility that can hurt IVV if risk appetite quickly reverses. S&P 500 Edges Lower But Records Weekly Gain

iShares Core S&P 500 ETF 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.