Secure Asset Management LLC Purchases 936 Shares of iShares Core S&P 500 ETF $IVV

Secure Asset Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,493 shares of the ETF’s stock after purchasing an additional 936 shares during the period. iShares Core S&P 500 ETF comprises about 2.5% of Secure Asset Management LLC’s investment portfolio, making the stock its 8th largest position. Secure Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $19,524,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Blalock Williams LLC grew its stake in iShares Core S&P 500 ETF by 74.9% in the 2nd quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after acquiring an additional 7,130 shares during the period. Elevated Financial Group LLC raised its holdings in iShares Core S&P 500 ETF by 27.7% in the 3rd quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock valued at $57,905,000 after acquiring an additional 16,379 shares during the last quarter. Prairie Advisory LLC raised its holdings in iShares Core S&P 500 ETF by 123.1% in the 3rd quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock valued at $12,681,000 after acquiring an additional 9,135 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in iShares Core S&P 500 ETF by 55.6% in the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after acquiring an additional 6,417 shares during the last quarter. Finally, Compass Financial Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter worth $3,601,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Morgan Stanley strategist Mike Wilson said the market correction may be nearly complete and projected the S&P 500 could reach 8,500 by mid-2027. A renewed bullish outlook would benefit IVV through appreciation in its broad equity holdings. Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
• Positive Sentiment: Historical data cited by The Motley Fool shows the S&P 500 gained one year after all 19 midterm elections since 1950, supporting the case for continued long-term exposure through IVV. Should You Wait Until After the Midterm Elections to Buy the S&P 500?
• Positive Sentiment: IVV’s significantly lower expense ratio than SPY remains a competitive advantage for long-term investors, while both ETFs offer nearly identical S&P 500 exposure and performance. IVV vs. SPY
• Neutral Sentiment: IVV added to its NVIDIA and Apple exposure on October 16, reinforcing participation in the market’s strongest technology leaders but also increasing dependence on a small number of mega-cap stocks. IVV Adds NVIDIA and Apple
• Neutral Sentiment: An investment adviser reduced its IVV position by 10.2% in the third quarter. The filing is relatively small and reflects one manager’s allocation decision rather than a broad change in ETF demand. IVV Holdings Cut by Copper Harbor Investment Advisors
• Negative Sentiment: AI-related companies account for nearly half of the S&P 500’s market value, while Goldman Sachs expects AI capital-spending growth to slow sharply after 2026. Any disappointment in AI earnings or spending could weigh disproportionately on IVV. AI Swings Rock the S&P 500
• Negative Sentiment: Investors are watching technical support levels ahead of major earnings reports, while futures weakness, housing data and geopolitical tensions could increase near-term pressure on the index and IVV. Investors Look to Earnings to Reset the Bull Market

iShares Core S&P 500 ETF Stock Up 0.3%

Shares of iShares Core S&P 500 ETF stock opened at $772.35 on Wednesday. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The business’s fifty day moving average is $771.68 and its two-hundred day moving average is $749.47. The firm has a market cap of $886.70 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.