SilverOak Wealth Management LLC Lowers Position in iShares Core S&P 500 ETF $IVV

SilverOak Wealth Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 39.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,476 shares of the company’s stock after selling 2,963 shares during the quarter. iShares Core S&P 500 ETF comprises 0.5% of SilverOak Wealth Management LLC’s investment portfolio, making the stock its 28th largest position. SilverOak Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $2,924,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock worth $23,176,806,000 after buying an additional 409,816 shares in the last quarter. Marshall Wace LLP raised its position in shares of iShares Core S&P 500 ETF by 17.9% during the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the company’s stock valued at $22,228,289,000 after buying an additional 4,928,585 shares in the last quarter. Creative Planning raised its position in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after buying an additional 505,293 shares in the last quarter. Bank of America Corp DE raised its position in shares of iShares Core S&P 500 ETF by 27.7% during the 4th quarter. Bank of America Corp DE now owns 21,696,475 shares of the company’s stock valued at $14,860,784,000 after buying an additional 4,709,612 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the company’s stock worth $11,935,288,000 after acquiring an additional 13,946,081 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $749.06 on Thursday. The firm has a market capitalization of $885.46 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $621.05 and a 52-week high of $764.00. The firm has a fifty day moving average of $744.54 and a 200 day moving average of $706.26.

Key iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: Several strategists remain constructive on U.S. equities, with Ed Yardeni reiterating a year-end S&P 500 target of 8,250 and another market strategist calling for 8,500, both citing strong earnings and the AI investment cycle as key support for the index. Article Title Article Title
• Positive Sentiment: Historical market analysis suggests the S&P 500’s strong first-half performance has often been followed by additional gains in the second half, with earnings growth and revenue momentum viewed as potential tailwinds for index ETFs like IVV. Article Title Article Title
• Neutral Sentiment: Some analysts are focused on technical breakout levels for the S&P 500, suggesting the market may be in a pause before its next move rather than in a clear trend change. Article Title
• Neutral Sentiment: Market commentary also points to continued sector rotation, with investors shifting away from semiconductors and toward healthcare, staples, and financials, which can create short-term volatility for the broader index. Article Title Article Title
• Negative Sentiment: Near-term trading has been weighed by weaker chip stocks, a tech-led selloff, rising oil prices tied to Middle East tensions, and investor caution ahead of Federal Reserve minutes, all of which have pressured S&P 500 futures. Article Title

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. 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.