Emergent Wealth Advisors LLC lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 33,622 shares of the ETF’s stock after selling 2,170 shares during the quarter. iShares Core S&P 500 ETF accounts for about 13.1% of Emergent Wealth Advisors LLC’s portfolio, making the stock its largest holding. Emergent Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $25,749,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds have also recently modified their holdings of the stock. Lee Kelleher & Klein Wealth Management increased its holdings in iShares Core S&P 500 ETF by 3.2% in the third quarter. Lee Kelleher & Klein Wealth Management now owns 50,890 shares of the ETF’s stock valued at $38,974,000 after buying an additional 1,590 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. GAMMA Investing LLC now owns 8,106 shares of the ETF’s stock worth $6,208,000 after acquiring an additional 247 shares in the last quarter. Factor Wealth Management LTD boosted its stake in shares of iShares Core S&P 500 ETF by 2.5% during the 3rd quarter. Factor Wealth Management LTD now owns 4,281 shares of the ETF’s stock worth $3,279,000 after acquiring an additional 103 shares in the last quarter. Davis Capital Management grew its position in shares of iShares Core S&P 500 ETF by 6.7% during the 3rd quarter. Davis Capital Management now owns 906 shares of the ETF’s stock valued at $694,000 after acquiring an additional 57 shares during the period. Finally, Farther Finance Advisors LLC grew its position in shares of iShares Core S&P 500 ETF by 3.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 947,354 shares of the ETF’s stock valued at $725,532,000 after acquiring an additional 33,384 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Down 0.4%
Shares of iShares Core S&P 500 ETF stock opened at $777.27 on Friday. The firm has a market cap of $893.39 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The business has a 50-day moving average price of $770.83 and a 200 day moving average price of $742.45.
Key Headlines Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Investor optimism remains supported by the S&P 500 reaching record highs, with one market strategist arguing that the current bull market still has room to run. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
- Positive Sentiment: Strong earnings forecasts are a key support for IVV: analysts expect roughly 30% year-over-year S&P 500 earnings growth in the third quarter, while Deutsche Bank projects growth as high as 34%, citing persistent AI demand and a cyclical recovery. Here comes third-quarter earnings season Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
- Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, based on improving valuation metrics and historically favorable seasonal conditions. Prediction: The S&P 500 Will Hit 10,000 in 2027
- Positive Sentiment: IVV’s relatively low expense ratio remains a competitive advantage versus higher-cost S&P 500 alternatives, potentially helping long-term investor returns and fund flows. The S&P 500 ETF You Know Charges 0.0945%
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.
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