Peachtree Investment Partners LLC Raises Holdings in iShares Core S&P 500 ETF $IVV

Peachtree Investment Partners LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 85.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,635 shares of the company’s stock after purchasing an additional 752 shares during the quarter. Peachtree Investment Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $1,094,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of IVV. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Retireful LLC purchased a new position in iShares Core S&P 500 ETF in the second quarter worth approximately $463,000. DKM Wealth Management Inc. increased its stake in iShares Core S&P 500 ETF by 6.5% during the second quarter. DKM Wealth Management Inc. now owns 10,259 shares of the company’s stock worth $6,370,000 after acquiring an additional 623 shares during the last quarter. Finally, Regatta Capital Group LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.3% during the 2nd quarter. Regatta Capital Group LLC now owns 1,043 shares of the company’s stock worth $648,000 after purchasing an additional 23 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50?day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
• Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
• Negative Sentiment: Shorter?term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
• Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus

iShares Core S&P 500 ETF Stock Performance

Shares of IVV traded up $0.28 during mid-day trading on Friday, hitting $692.24. 7,893,459 shares of the company’s stock were exchanged, compared to its average volume of 7,810,028. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $699.17. The stock’s 50-day moving average is $685.65 and its 200-day moving average is $666.48. The company has a market cap of $761.60 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.