iShares Core S&P 500 ETF $IVV Stake Lowered by Rockbridge Investment Management LCC

Rockbridge Investment Management LCC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 42.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,899 shares of the company’s stock after selling 1,385 shares during the quarter. Rockbridge Investment Management LCC’s holdings in iShares Core S&P 500 ETF were worth $1,301,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Balanced Wealth Group LLC increased its position in iShares Core S&P 500 ETF by 0.8% in the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares during the period. Nicollet Investment Management Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares during the period. Anchor Investment Management LLC grew its position in shares of iShares Core S&P 500 ETF by 3.1% during the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares during the last quarter. Wealth Effects LLC grew its position in shares of iShares Core S&P 500 ETF by 0.4% during the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares during the last quarter. Finally, West Wealth Group LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.2%

Shares of NYSEARCA:IVV opened at $741.61 on Wednesday. The company’s 50-day moving average price is $687.48 and its 200 day moving average price is $686.92. The company has a market cap of $818.92 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $578.31 and a fifty-two week high of $744.22.

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: Wall Street commentary turned more bullish on the S&P 500, with several strategists raising targets and citing resilient corporate earnings and AI-related strength as reasons the index could keep climbing. AI and Earnings Lift S&P 500 Outlook: ETFs for Long-Term Growth
• Positive Sentiment: Market sentiment improved slightly and the Fear & Greed Index remained in “Greed,” suggesting investors are still willing to stay risk-on and support broad-market ETFs like IVV. S&P 500 Settles Above 7,400: Investor Sentiment Improves Slightly, Fear Index Remains In ‘Greed’ Zone
• Positive Sentiment: More bullish year-end and long-term S&P 500 targets were published, reinforcing expectations that the index may continue to grind higher if earnings and AI enthusiasm hold up. Banking giant updates S&P 500 target for end of 2026
• Positive Sentiment: Additional commentary described the S&P 500 as following earnings higher and potentially reaching even higher levels, which is supportive for IVV as an index tracker. The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher
• Neutral Sentiment: One article questioned whether the S&P 500 has become a portfolio risk after years of passive investing, but it was more a discussion of concentration and valuation than a direct catalyst for IVV. Is the S&P 500 Now Your Portfolio’s Biggest Risk?
• Negative Sentiment: Geopolitical tension around Iran and the Strait of Hormuz raised concerns about oil prices and margins, which could pressure equities if risk aversion broadens. Nasdaq seen hitting 30,000, S&P 500 exceeding 8,000 level
• Negative Sentiment: Another market note said futures were subdued after Trump rejected Iran’s latest peace proposal, reflecting some near-term caution for broad U.S. equity exposure. S&P 500 set for muted open as Trump brands Iran offer ‘totally unacceptable’
• Negative Sentiment: Short interest in IVV rose sharply in April, signaling that some traders are positioning for downside or hedging the ETF.

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.