1,283 iShares Core S&P 500 ETF $IVV Shares Sold by Vericrest Private Wealth

Vericrest Private Wealth reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 32,274 shares of the ETF’s stock after selling 1,283 shares during the period. iShares Core S&P 500 ETF accounts for approximately 22.0% of Vericrest Private Wealth’s investment portfolio, making the stock its biggest position. Vericrest Private Wealth’s holdings in iShares Core S&P 500 ETF were worth $24,717,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Citrine Capital LLC raised its holdings in iShares Core S&P 500 ETF by 2.8% during the 3rd quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock worth $363,000 after purchasing an additional 13 shares during the last quarter. Punch & Associates Investment Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares in the last quarter. Hidden Cove Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 3.5% in the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after acquiring an additional 14 shares in the last quarter. IFC & Insurance Marketing Inc. grew its position in iShares Core S&P 500 ETF by 3.9% in the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock valued at $284,000 after purchasing an additional 14 shares during the period. Finally, Sharp Wealth Advisory LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% during the first quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after buying an additional 15 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Technical analysts see the S&P 500’s pullback potentially nearing completion. Improving market breadth and favorable seasonality could support a move toward 8,125 if the index holds above 7,507, which would benefit IVV. S&P 500: Seasonality and Market Breadth Suggest Pullback Near Completion as Elliott Wave Pattern Targets 8,125
• Positive Sentiment: Several bullish forecasts remain supportive of the ETF. Goldman Sachs reportedly expects the S&P 500 to reach 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager sees a potential 9,500 level by June 2027, citing artificial intelligence, longevity, and energy investment. Goldman Sachs S&P 500 Forecast UBS S&P 500 Forecast
• Positive Sentiment: Fifth Third Securities increased its IVV position by 8.4% in the third quarter, adding 8,184 shares. The purchase provides a modest institutional-confidence signal, although it is not a major market-moving transaction. Fifth Third Securities Purchases IVV Shares
• Neutral Sentiment: IVV’s reported portfolio activity included sales of NVIDIA and Apple shares. Rebalancing can reduce concentration risk, but trimming two influential S&P 500 components may modestly limit upside if technology leadership continues. IVV Sold NVIDIA IVV Sells NVIDIA and Apple
• Negative Sentiment: Defensive sectors weakened while the Dow declined, and narrow buying in select semiconductor stocks only partly supported the Nasdaq. This indicates fragile market breadth and creates a headwind for IVV. Defensive Stocks Slide
• Negative Sentiment: Early trading sentiment was pressured by elevated oil prices, geopolitical stalemates, and regulatory scrutiny of prediction markets. Separately, widening credit spreads and higher investment-grade bond yields signal increasing concern about leverage and AI infrastructure spending. Stock Market Outlook S&P 500 Credit Risks

iShares Core S&P 500 ETF Price Performance

IVV opened at $763.25 on Friday. The company has a market capitalization of $875.64 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $771.07 and its two-hundred day moving average price is $751.15. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03.

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.