Pure Financial Advisors LLC Raises Position in iShares Core S&P 500 ETF $IVV

Pure Financial Advisors LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 177,575 shares of the company’s stock after purchasing an additional 3,241 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.9% of Pure Financial Advisors LLC’s portfolio, making the stock its 14th biggest position. Pure Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $118,851,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth about $28,000. Nvwm LLC boosted its stake in iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after purchasing an additional 40 shares in the last quarter. Hager Investment Management Services LLC purchased a new stake in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $61,000. Rice Partnership LLC increased its stake in iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after purchasing an additional 92 shares in the last quarter. Finally, Creative Capital Management Investments LLC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $80,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Storage and memory stocks led S&P 500 gains in 2025; concentration of winners (AI hardware beneficiaries) can keep index-weighted IVV supported if momentum continues. Storage and memory stocks lead S&P 500 gains in 2025
• Positive Sentiment: ETF-focused commentary sees S&P momentum and retail inflows as a tailwind for ETFs like IVV heading into 2026 — implies continued passive demand even if breadth remains narrow. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
• Positive Sentiment: Dividend notice coverage for IVV/IOO highlights expected distributions — dividends can attract income-focused flows into the ETF as year-end rebalancing occurs. Own IVV or IOO ETFs? Here’s your next dividend
• Neutral Sentiment: US indices were quiet in premarket trading ahead of the holiday — low liquidity can amplify moves in either direction for a large-cap ETF like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet Ahead of Holiday
• Neutral Sentiment: Futures and index moves are mixed as traders digest year?end flows and upcoming 2026 forecasts — suggests intra?day direction may track macro headlines more than fundamentals. Stock Market Today: S&P 500, Dow Jones Futures Trade Mixed Amid Blip In Santa Claus Rally—Boeing, Freeport-McMoRan, Fonar In Focus
• Negative Sentiment: Analysts warn U.S. equities look expensive and concentrated; valuation concerns increase the risk of a pullback that would weigh on IVV given its S&P 500 exposure. These stocks doubled the S&P 500’s return in 2025 — why a 2026 repeat looks likely
• Negative Sentiment: Technology and AI-linked names led Monday’s pullback, dragging the S&P lower; because IVV is market-cap weighted, weakness in megacaps can disproportionately pressure the ETF. US midday market brief: S&P 500 dips after record week; tech names weigh on markets
• Negative Sentiment: Prominent strategist cautions the market is ‘propped up’ by S&P leadership — a sign investor caution may rise if leadership falters, which would be a headwind for IVV. David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026

iShares Core S&P 500 ETF Trading Down 0.1%

NYSEARCA:IVV opened at $689.92 on Wednesday. The company has a market capitalization of $724.07 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $694.70. The firm has a fifty day simple moving average of $681.99 and a 200-day simple moving average of $657.17.

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.