Cahill Financial Advisors Inc. Boosts Holdings in iShares Core S&P 500 ETF $IVV

Cahill Financial Advisors Inc. grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 64.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,866 shares of the company’s stock after purchasing an additional 3,080 shares during the quarter. Cahill Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $5,265,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Falcon Wealth Planning increased its stake in iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares in the last quarter. Atwood & Palmer Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after acquiring an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 2.7% in the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after acquiring an additional 15 shares during the last quarter. Balanced Wealth Group LLC increased its position in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after purchasing an additional 15 shares in the last quarter. Finally, Wealth Watch Advisors INC raised its stake in iShares Core S&P 500 ETF by 1.5% in the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock valued at $682,000 after purchasing an additional 16 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $697.09 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The stock’s fifty day moving average is $688.37 and its two-hundred day moving average is $668.45. The firm has a market capitalization of $763.84 billion, a P/E ratio of 25.10 and a beta of 1.00.

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: S&P 500 topped the 7,000 mark for the first time, driven by AI optimism and expectations for strong Big Tech earnings—this broad-market momentum supports IVV’s large-cap exposure. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Investor sentiment metrics and record-high headlines indicate “greed” and improved risk appetite, which typically benefits a broad S&P-weighted ETF like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Positive Sentiment: U.S. futures rose after the Fed signaled a pause in rate cuts and traders focused on upcoming mega-cap earnings (Tesla, Microsoft, Meta, Apple, IBM), which could catalyze further upside for large-cap-heavy IVV. Stock Market Today: S&P 500, Dow Jones Futures Gain After Federal Reserve Pauses Rate Cuts
• Neutral Sentiment: Market technicians and strategists are watching charts for the S&P’s next move; several note tech earnings could be the near-term catalyst but also create volatility. These stock traders’ charts are signaling the S&P 500’s next move
• Neutral Sentiment: Coverage and commentary around the S&P breaking 7,000 (news/videos) reinforce the milestone but add little incremental fundamental change—mostly headlines driving flows. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: There are early signs of profit?taking and a rotation preference for midcaps/Small?cap (Russell 2000) and international stocks—flows away from the mega-cap concentration in the S&P could pressure IVV. Will the Russell 2000 Continue to Outperform the S&P 500?
• Negative Sentiment: Profit-taking ahead of key Fed commentary and mega-cap earnings can trigger short-term volatility and weigh on an ETF concentrated in large caps like IVV. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism

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.