Marathon Wealth Advisors LLC Grows Holdings in iShares Core S&P 500 ETF $IVV

Marathon Wealth Advisors LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,418 shares of the ETF’s stock after acquiring an additional 942 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.1% of Marathon Wealth Advisors LLC’s investment portfolio, making the stock its 18th biggest position. Marathon Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $6,304,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Keenan LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $26,000. Punch & Associates Investment Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after buying an additional 14 shares in the last quarter. GS Investments Inc. lifted its position in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after buying an additional 20 shares in the last quarter. Montgomery Financial Services LLC acquired a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at $32,000. Finally, Allied Private Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at about $33,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV stock traded up $7.83 during trading on Friday, hitting $769.36. The stock had a trading volume of 1,173,223 shares, compared to its average volume of 7,851,301. The company’s 50-day moving average price is $762.30 and its two-hundred day moving average price is $729.51. The stock has a market capitalization of $893.65 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 $632.14 and a twelve month high of $783.09.

iShares Core S&P 500 ETF 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.