iShares Core S&P 500 ETF (NYSEARCA:IVV) Stock Holdings Lessened by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 39,374 shares of the company’s stock after selling 566 shares during the period. iShares Core S&P 500 ETF makes up 5.7% of Wealth Dimensions Group Ltd.’s investment portfolio, making the stock its 5th biggest holding. Wealth Dimensions Group Ltd.’s holdings in iShares Core S&P 500 ETF were worth $23,179,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. M Holdings Securities Inc. purchased a new position in iShares Core S&P 500 ETF during the fourth quarter worth about $35,343,000. Strategent Financial LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $416,000. ORG Partners LLC raised its stake in shares of iShares Core S&P 500 ETF by 9.0% during the 4th quarter. ORG Partners LLC now owns 27,810 shares of the company’s stock worth $16,382,000 after buying an additional 2,289 shares in the last quarter. Meadow Creek Wealth Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 5.7% in the fourth quarter. Meadow Creek Wealth Advisors LLC now owns 19,820 shares of the company’s stock valued at $11,668,000 after buying an additional 1,070 shares in the last quarter. Finally, Parkworth Wealth Management Inc. purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $59,000.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $528.67 on Monday. The stock has a market capitalization of $533.96 billion, a price-to-earnings ratio of 23.43 and a beta of 1.01. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $616.22. The stock has a fifty day moving average price of $566.70 and a two-hundred day moving average price of $585.36.

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.