CRA Financial Services LLC Increases Stake in iShares Core S&P 500 ETF $IVV

CRA Financial Services LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 28,795 shares of the company’s stock after buying an additional 915 shares during the period. iShares Core S&P 500 ETF comprises 2.6% of CRA Financial Services LLC’s investment portfolio, making the stock its 8th largest position. CRA Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $19,273,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Falcon Wealth Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after acquiring an additional 15 shares during the last quarter. Atwood & Palmer Inc. raised its position in iShares Core S&P 500 ETF by 0.9% in the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after purchasing an additional 15 shares during the period. Johnson Bixby & Associates LLC lifted its stake in iShares Core S&P 500 ETF by 1.2% in the second quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock worth $871,000 after purchasing an additional 16 shares during the last quarter. Wealth Watch Advisors INC lifted its stake in iShares Core S&P 500 ETF by 1.5% in the second quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after purchasing an additional 16 shares during the last quarter. Finally, Culbertson A N & Co. Inc. boosted its position in iShares Core S&P 500 ETF by 1.1% during the second quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock valued at $882,000 after buying an additional 16 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.0%

Shares of NYSEARCA:IVV opened at $693.27 on Friday. The stock has a market capitalization of $727.59 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average price is $681.35 and its 200-day moving average price is $655.58. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $694.70.

Key Stores Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
• Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
• Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
• Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
• Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
• Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
• Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
• Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
• Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning

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.