Mosaic Financial Group LLC Has $16.63 Million Stock Position in iShares Core S&P 500 ETF $IVV

Mosaic Financial Group LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 24,282 shares of the company’s stock after buying an additional 703 shares during the period. iShares Core S&P 500 ETF comprises about 11.3% of Mosaic Financial Group LLC’s holdings, making the stock its biggest position. Mosaic Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $16,632,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Nicollet Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 1.0% in the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after acquiring an additional 15 shares in the last quarter. Anchor Investment Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 3.1% in the third quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock valued at $337,000 after acquiring an additional 15 shares in the last quarter. Wealth Effects LLC grew its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the fourth 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 in the last quarter. West Wealth Group LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth 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 in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock valued at $369,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $745.14 on Monday. The stock has a fifty day simple moving average of $725.41 and a two-hundred day simple moving average of $698.42. iShares Core S&P 500 ETF has a 1-year low of $594.71 and a 1-year high of $764.00. The firm has a market cap of $822.82 billion, a price-to-earnings 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.