iShares Core S&P 500 ETF $IVV Shares Sold by Precision Wealth Strategies LLC

Posted by ABMN Staff on Dec 28th, 2025

Precision Wealth Strategies LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,442 shares of the company’s stock after selling 748 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.0% of Precision Wealth Strategies LLC’s portfolio, making the stock its 25th biggest position. Precision Wealth Strategies LLC’s holdings in iShares Core S&P 500 ETF were worth $2,973,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC boosted its holdings in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the period. GKV Capital Management Co. Inc. boosted its holdings in iShares Core S&P 500 ETF by 93.6% in the first quarter. GKV Capital Management Co. Inc. now owns 304 shares of the company’s stock valued at $171,000 after purchasing an additional 147 shares during the period. Activest Wealth Management grew its stake in iShares Core S&P 500 ETF by 1.5% during the 1st quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock worth $643,000 after purchasing an additional 17 shares in the last quarter. Finally, Baird Financial Group Inc. increased its holdings in iShares Core S&P 500 ETF by 3.6% during the 1st quarter. Baird Financial Group Inc. now owns 792,729 shares of the company’s stock worth $445,435,000 after purchasing an additional 27,824 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

More iShares Core S&P 500 ETF News

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

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $693.27 on Friday. The business’s 50-day moving average is $681.35 and its two-hundred day moving average is $655.58. The firm has a market capitalization of $727.59 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $694.70.

iShares Core S&P 500 ETF 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.