Cardinal Strategic Wealth Guidance Has $88.01 Million Holdings in iShares Core S&P 500 ETF $IVV

Cardinal Strategic Wealth Guidance raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 134,734 shares of the company’s stock after purchasing an additional 3,646 shares during the period. iShares Core S&P 500 ETF accounts for approximately 23.2% of Cardinal Strategic Wealth Guidance’s investment portfolio, making the stock its biggest position. Cardinal Strategic Wealth Guidance’s holdings in iShares Core S&P 500 ETF were worth $88,010,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Anchor Investment Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after buying an additional 15 shares during the period. Wealth Effects LLC raised its holdings in iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares during the period. West Wealth Group LLC raised its holdings in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after acquiring an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management lifted its position in iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC lifted its position in iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after acquiring an additional 15 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 0.9%

Shares of NYSEARCA:IVV opened at $730.17 on Friday. iShares Core S&P 500 ETF has a 12-month low of $613.79 and a 12-month high of $764.00. The business has a 50 day moving average of $738.65 and a 200-day moving average of $702.45. The stock has a market cap of $806.29 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.