Abound Wealth Management Grows Stock Holdings in iShares Core S&P 500 ETF $IVV

Abound Wealth Management increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 42,783 shares of the ETF’s stock after purchasing an additional 1,183 shares during the quarter. iShares Core S&P 500 ETF makes up about 6.4% of Abound Wealth Management’s holdings, making the stock its 4th biggest position. Abound Wealth Management’s holdings in iShares Core S&P 500 ETF were worth $32,040,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Belpointe Asset Management LLC boosted its position in 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 worth $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Atria Investments Inc increased its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares during the last quarter. M&T Bank Corp raised its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after purchasing an additional 10,723 shares during the period. FDx Advisors Inc. raised its stake 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 during the period. Finally, Cornerstone Planning Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 55.6% in the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after buying an additional 6,417 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: J.P. Morgan raised its 2026 year-end S&P 500 target to 8,000 from 7,800, citing stronger corporate earnings and signs that large technology companies’ artificial-intelligence investments are beginning to generate faster revenue growth. This supports IVV because technology and other large-cap growth companies have significant weight in the ETF. J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
• Positive Sentiment: Citi said bearish positioning has not fully capitulated even as the S&P 500 reaches records. If short sellers continue covering positions, that could provide additional buying pressure for IVV and the broader market. Bears are in pain as the S&P 500 hits record highs
• Positive Sentiment: Commentary citing Warren Buffett argues that stocks can remain attractive near record levels when valuations are reasonable relative to expected long-term earnings growth, supporting a buy-and-hold case for IVV. Should You Really Buy Stocks Right Now With the S&P 500 Near Its Record High?
• Neutral Sentiment: The S&P 500 is testing important resistance levels after a strong August advance. Options strategies such as bull call spreads indicate that some investors remain constructive but are seeking defined risk near current levels. Wary Bulls Can Take Advantage Of This Spread On The S&P 500
• Negative Sentiment: Technical analysts warned that weak breadth and overbought conditions could lead to consolidation or a pullback before a more durable rally, raising near-term volatility risk for IVV. S&P 500 Elliott Wave Update
• Negative Sentiment: All three major U.S. indexes pulled back in the latest session, while analysts highlighted technical levels that could encourage profit-taking and renewed concerns about September market risks. Review & Preview: The S&P 500 Pulls Back

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $774.23 on Wednesday. The company has a market capitalization of $899.31 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $750.56 and its 200 day moving average is $717.16. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $780.64.

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.