iShares Core S&P 500 ETF $IVV Stake Raised by Goldstone Financial Group LLC

Goldstone Financial Group LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 32,601 shares of the company’s stock after purchasing an additional 1,740 shares during the period. iShares Core S&P 500 ETF makes up 2.6% of Goldstone Financial Group LLC’s investment portfolio, making the stock its 7th largest position. Goldstone Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $21,820,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IVV. WorthPointe LLC raised its holdings in iShares Core S&P 500 ETF by 2.8% in the 3rd quarter. WorthPointe LLC now owns 727 shares of the company’s stock valued at $487,000 after buying an additional 20 shares during the period. Ullmann Wealth Partners Group LLC increased its position in shares of iShares Core S&P 500 ETF by 5.1% during the third quarter. Ullmann Wealth Partners Group LLC now owns 273,661 shares of the company’s stock valued at $183,161,000 after acquiring an additional 13,231 shares during the last quarter. Ethic Inc. increased its position in shares of iShares Core S&P 500 ETF by 42.7% during the third quarter. Ethic Inc. now owns 1,967 shares of the company’s stock valued at $1,317,000 after acquiring an additional 589 shares during the last quarter. Mattson Financial Services LLC raised its stake in shares of iShares Core S&P 500 ETF by 51.4% in the 3rd quarter. Mattson Financial Services LLC now owns 3,339 shares of the company’s stock valued at $2,235,000 after acquiring an additional 1,133 shares during the period. Finally, Financial Partners Group Inc lifted its holdings in shares of iShares Core S&P 500 ETF by 3.0% in the 3rd quarter. Financial Partners Group Inc now owns 118,781 shares of the company’s stock worth $79,500,000 after acquiring an additional 3,462 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $689.92 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $694.70. The company has a 50 day moving average price of $681.99 and a 200 day moving average price of $657.17. The stock has a market capitalization of $724.07 billion, a P/E ratio of 25.10 and a beta of 1.00.

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: 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.