SmartHarvest Portfolios LLC Has $1.33 Million Holdings in iShares Core S&P 500 ETF $IVV

SmartHarvest Portfolios LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 57.5% during the first quarter, HoldingsChannel.com reports. The firm owned 2,044 shares of the company’s stock after selling 2,770 shares during the period. iShares Core S&P 500 ETF accounts for 0.6% of SmartHarvest Portfolios LLC’s portfolio, making the stock its 29th biggest position. SmartHarvest Portfolios LLC’s holdings in iShares Core S&P 500 ETF were worth $1,335,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in IVV. BCU Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF by 30.0% in the first quarter. BCU Wealth Advisors LLC now owns 8,546 shares of the company’s stock valued at $5,582,000 after purchasing an additional 1,974 shares in the last quarter. Independent Wealth Network Inc. lifted its position in iShares Core S&P 500 ETF by 7.3% during the 1st quarter. Independent Wealth Network Inc. now owns 1,815 shares of the company’s stock worth $1,186,000 after buying an additional 124 shares in the last quarter. WealthNavi Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 13.8% during the 1st quarter. WealthNavi Inc. now owns 640,705 shares of the company’s stock worth $418,515,000 after buying an additional 77,506 shares during the last quarter. Foster & Motley Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 23.5% during the 1st quarter. Foster & Motley Inc. now owns 1,872 shares of the company’s stock worth $1,223,000 after buying an additional 356 shares during the last quarter. Finally, Maseco LLP boosted its stake in shares of iShares Core S&P 500 ETF by 14.5% during the 1st quarter. Maseco LLP now owns 16,273 shares of the company’s stock worth $10,629,000 after buying an additional 2,056 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

NYSEARCA:IVV opened at $730.17 on Friday. iShares Core S&P 500 ETF has a 52-week low of $613.79 and a 52-week high of $764.00. The company has a market cap of $806.29 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $738.65 and its 200 day simple moving average is $702.45.

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.