Ervin Investment Management LLC Decreases Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Ervin Investment Management LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,619 shares of the company’s stock after selling 132 shares during the period. iShares Core S&P 500 ETF makes up about 1.0% of Ervin Investment Management LLC’s investment portfolio, making the stock its 19th largest position. Ervin Investment Management LLC’s holdings in iShares Core S&P 500 ETF were worth $1,542,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Balboa Wealth Partners grew its stake in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after acquiring an additional 17 shares in the last quarter. TruWealth Advisors LLC grew its stake in iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock worth $364,000 after purchasing an additional 18 shares during the last quarter. Hassell Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 0.9 %

IVV stock opened at $605.70 on Wednesday. The firm has a 50 day simple moving average of $598.26 and a 200-day simple moving average of $576.56. The company has a market capitalization of $522.66 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $485.12 and a twelve month high of $612.09.

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.