iShares Core S&P 500 ETF $IVV Holdings Cut by Forte Asset Management LLC

Forte Asset Management LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,263 shares of the company’s stock after selling 1,156 shares during the period. iShares Core S&P 500 ETF comprises approximately 3.6% of Forte Asset Management LLC’s holdings, making the stock its 9th biggest holding. Forte Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,993,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Johnson Bixby & Associates LLC grew its holdings in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock worth $871,000 after acquiring an additional 16 shares in the last quarter. Activest Wealth Management boosted its position in shares of iShares Core S&P 500 ETF by 1.5% during the first quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock worth $643,000 after buying an additional 17 shares during the period. Greenfield Savings Bank boosted its position in shares of iShares Core S&P 500 ETF by 2.0% during the second quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock worth $540,000 after buying an additional 17 shares during the period. Next Level Private LLC lifted its stake in shares of iShares Core S&P 500 ETF by 1.6% in the 2nd quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock worth $676,000 after acquiring an additional 17 shares during the period. Finally, Defined Financial Planning LLC lifted its stake in shares of iShares Core S&P 500 ETF by 3.7% in the 2nd quarter. Defined Financial Planning LLC now owns 480 shares of the company’s stock worth $300,000 after acquiring an additional 17 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 0.8%

Shares of NYSEARCA:IVV opened at $680.52 on Monday. The company has a 50 day moving average of $660.89 and a 200-day moving average of $620.26. The firm has a market cap of $713.66 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $681.80.

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.