iShares Core S&P 500 ETF $IVV Stock Holdings Lowered by New England Professional Planning Group Inc.

New England Professional Planning Group Inc. lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 126,855 shares of the ETF’s stock after selling 926 shares during the quarter. iShares Core S&P 500 ETF accounts for 35.5% of New England Professional Planning Group Inc.’s holdings, making the stock its biggest position. New England Professional Planning Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $95,001,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in IVV. Keenan LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $26,000. Punch & Associates Investment Management Inc. grew its holdings in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares during the period. GS Investments Inc. raised its position in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Montgomery Financial Services LLC acquired a new position in iShares Core S&P 500 ETF in the second quarter valued at approximately $32,000. Finally, Allied Private Wealth LLC purchased a new stake in iShares Core S&P 500 ETF in the 2nd quarter worth approximately $33,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.6%

Shares of NYSEARCA:IVV traded down $4.72 during trading on Tuesday, hitting $769.20. 16,202,958 shares of the stock traded hands, compared to its average volume of 7,832,752. The company has a fifty day moving average price of $761.70 and a two-hundred day moving average price of $728.47. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $783.09. The company has a market cap of $893.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

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.