Wealthcare Advisory Partners LLC Lowers Stake in iShares Core S&P 500 ETF $IVV

Wealthcare Advisory Partners LLC cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.1% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 60,420 shares of the ETF’s stock after selling 6,793 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 0.9% of Wealthcare Advisory Partners LLC’s portfolio, making the stock its 21st largest holding. Wealthcare Advisory Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $45,248,000 as of its most recent SEC filing.

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

iShares Core S&P 500 ETF Trading Up 0.0%

Shares of IVV stock opened at $776.74 on Tuesday. The company has a market capitalization of $902.22 billion, a P/E ratio of 25.10 and a beta of 1.00. The business’s 50 day moving average is $750.34 and its two-hundred day moving average is $716.55. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $780.64.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: J.P. Morgan raised its 2026 S&P 500 target to 8,000 from 7,800, citing resilient earnings and evidence that AI investments by major technology companies are beginning to generate stronger revenue growth. The upgrade supports sentiment toward IVV’s large-cap holdings. J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
• Positive Sentiment: S&P 500 sales growth has accelerated to its strongest pace in nearly five years, helped by a 42.5% second-quarter revenue increase from energy companies. Broad-based revenue momentum can support earnings expectations for IVV constituents. S&P 500 sales growth is at a nearly 5-year high
• Positive Sentiment: Market breadth has improved, with the average stock outperforming the S&P 500 for the first time in four years. Wider participation may make the rally more durable and reduce reliance on a small group of mega-cap stocks. The number of stocks beating the S&P 500 is the highest in 4 years
• Neutral Sentiment: Strategists expect the S&P 500 and Nasdaq to test resistance near key levels, leaving IVV sensitive to upcoming earnings, interest-rate expectations, and market headlines. US Indices Forecast – S&P 500 and Nasdaq Test Resistance Near Key Levels
• Neutral Sentiment: Options commentary highlights a bull call spread on the SPDR S&P 500 ETF as a defined-risk strategy for investors who remain cautiously bullish; it does not directly change IVV’s fundamentals. Wary Bulls Can Take Advantage Of This Spread On The S&P 500
• Negative Sentiment: Technical analysts warn that weak breadth and a rare Elliott Wave pattern indicate short-term overbought conditions. The report raises the risk of consolidation or a pullback in IVV before any further sustained advance. S&P 500 Elliott Wave Update
• Negative Sentiment: Analysts identify key S&P 500 levels where profit-taking could emerge, creating a near-term resistance risk for IVV after its strong August advance. 2 Key S&P 500 Levels That Could Tempt Profit Takers

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.