Curated Wealth Partners LLC Trims Position in iShares Core S&P 500 ETF $IVV

Posted by ABMN Staff on Dec 21st, 2025

Curated Wealth Partners LLC trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 26.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,569 shares of the company’s stock after selling 3,371 shares during the period. iShares Core S&P 500 ETF comprises 0.8% of Curated Wealth Partners LLC’s holdings, making the stock its 12th biggest holding. Curated Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $6,405,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in IVV. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in shares of iShares Core S&P 500 ETF by 3.5% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock worth $17,828,000 after buying an additional 974 shares during the last quarter. Cape Investment Advisory Inc. increased its position in shares of iShares Core S&P 500 ETF by 35.9% in the 2nd quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after acquiring an additional 741 shares during the period. TCP Asset Management LLC raised its stake in iShares Core S&P 500 ETF by 1.1% in the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock worth $82,902,000 after acquiring an additional 1,290 shares during the last quarter. RWA Wealth Partners LLC lifted its position in iShares Core S&P 500 ETF by 5.0% during the 2nd quarter. RWA Wealth Partners LLC now owns 188,694 shares of the company’s stock worth $117,160,000 after acquiring an additional 9,023 shares during the period. Finally, Evolution Wealth Management Inc. purchased a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at about $1,869,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $683.49 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07. The firm has a market capitalization of $717.32 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $678.81 and its 200-day simple moving average is $652.41.

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: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.