Stewardship Advisors LLC Boosts Stock Position in iShares Core S&P 500 ETF $IVV

Stewardship Advisors LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 84,683 shares of the company’s stock after buying an additional 11,193 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 12.7% of Stewardship Advisors LLC’s holdings, making the stock its largest position. Stewardship Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $55,316,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Legacy Private Trust Co. lifted its stake in iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock valued at $228,119,000 after purchasing an additional 3,711 shares during the last quarter. Hubbell Strickland Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after buying an additional 792 shares during the last quarter. Belpointe Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after buying an additional 1,700 shares in the last quarter. Atria Investments Inc increased its holdings in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after buying an additional 30,777 shares in the last quarter. Finally, M&T Bank Corp lifted its position in shares of iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the company’s stock valued at $896,587,000 after acquiring an additional 10,723 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 1.4%

IVV opened at $737.14 on Wednesday. The firm has a market cap of $813.99 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a fifty day simple moving average of $736.39 and a 200-day simple moving average of $701.58. iShares Core S&P 500 ETF has a fifty-two week low of $606.31 and a fifty-two week high of $764.00.

iShares Core S&P 500 ETF 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.