iShares Core S&P 500 ETF (NYSEARCA:IVV) is MidAtlantic Capital Management Inc.’s 2nd Largest Position

MidAtlantic Capital Management Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 16,831 shares of the company’s stock after acquiring an additional 601 shares during the quarter. iShares Core S&P 500 ETF comprises 7.3% of MidAtlantic Capital Management Inc.’s investment portfolio, making the stock its 2nd largest holding. MidAtlantic Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $9,908,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Balboa Wealth Partners grew its holdings in iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares in the last quarter. TruWealth Advisors LLC grew its holdings in iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after buying an additional 18 shares in the last quarter. Lewis Asset Management LLC grew its holdings in iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after buying an additional 18 shares in the last quarter. Hassell Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares in the last quarter. Finally, Sandbox Financial Partners LLC grew its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after buying an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.0 %

IVV stock opened at $612.68 on Friday. The firm has a market capitalization of $528.68 billion, a PE ratio of 25.23 and a beta of 0.99. The stock has a 50-day simple moving average of $600.69 and a two-hundred day simple moving average of $582.57. iShares Core S&P 500 ETF has a twelve month low of $495.94 and a twelve month high of $613.93.

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.