Ullmann Wealth Partners Group LLC Increases Stake in iShares Core S&P 500 ETF $IVV

Ullmann Wealth Partners Group LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 273,661 shares of the company’s stock after acquiring an additional 13,231 shares during the period. iShares Core S&P 500 ETF makes up 20.0% of Ullmann Wealth Partners Group LLC’s holdings, making the stock its largest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Core S&P 500 ETF were worth $183,161,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the stock. Falcon Wealth Planning lifted its stake in iShares Core S&P 500 ETF by 0.4% in the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after buying an additional 15 shares during the period. Atwood & Palmer Inc. increased its stake in shares of iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after acquiring an additional 15 shares during the last quarter. Johnson Bixby & Associates LLC raised its position in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after acquiring an additional 16 shares during the period. Wealth Watch Advisors INC boosted its stake in iShares Core S&P 500 ETF by 1.5% during the 2nd quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after acquiring an additional 16 shares during the last quarter. Finally, Culbertson A N & Co. Inc. boosted its stake in iShares Core S&P 500 ETF by 1.1% during the 2nd quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock worth $882,000 after acquiring an additional 16 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $689.92 on Wednesday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $694.70. The company has a market capitalization of $724.07 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average price of $681.99 and a two-hundred day moving average price of $657.17.

Key Headlines Impacting iShares Core S&P 500 ETF

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 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.