Fairway Wealth LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 29,883 shares of the company’s stock after selling 596 shares during the period. iShares Core S&P 500 ETF makes up 6.9% of Fairway Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. Fairway Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $17,591,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Avantax Planning Partners Inc. increased its holdings in iShares Core S&P 500 ETF by 0.6% during the fourth quarter. Avantax Planning Partners Inc. now owns 4,538 shares of the company’s stock worth $2,671,000 after buying an additional 28 shares during the last quarter. Inspire Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 1.6% in the 4th quarter. Inspire Advisors LLC now owns 3,450 shares of the company’s stock valued at $2,031,000 after purchasing an additional 55 shares during the period. Donaldson Capital Management LLC increased its stake in iShares Core S&P 500 ETF by 21.2% in the 4th quarter. Donaldson Capital Management LLC now owns 1,496 shares of the company’s stock worth $881,000 after acquiring an additional 262 shares during the last quarter. Geometric Wealth Advisors raised its stake in iShares Core S&P 500 ETF by 4.3% in the fourth quarter. Geometric Wealth Advisors now owns 2,418 shares of the company’s stock valued at $1,423,000 after purchasing an additional 100 shares in the last quarter. Finally, Founders Financial Alliance LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 9.7% during the 4th quarter. Founders Financial Alliance LLC now owns 4,229 shares of the company’s stock worth $2,490,000 after acquiring an additional 373 shares during the last quarter.
iShares Core S&P 500 ETF Price Performance
Shares of iShares Core S&P 500 ETF stock opened at $563.44 on Tuesday. The stock has a market capitalization of $560.43 billion, a P/E ratio of 26.66 and a beta of 1.01. iShares Core S&P 500 ETF has a one year low of $496.30 and a one year high of $616.22. The business’s 50 day simple moving average is $598.50 and its two-hundred day simple moving average is $589.14.
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.
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