iShares Core S&P 500 ETF $IVV is Fulton Breakefield Broenniman LLC’s Largest Position

Fulton Breakefield Broenniman LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 202,441 shares of the company’s stock after purchasing an additional 20,549 shares during the period. iShares Core S&P 500 ETF comprises 8.8% of Fulton Breakefield Broenniman LLC’s portfolio, making the stock its biggest holding. Fulton Breakefield Broenniman LLC’s holdings in iShares Core S&P 500 ETF were worth $135,494,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in IVV. Darwin Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 469.4% during the 3rd quarter. Darwin Wealth Management LLC now owns 837 shares of the company’s stock valued at $560,000 after purchasing an additional 690 shares during the last quarter. Stockman Wealth Management Inc. grew its position in iShares Core S&P 500 ETF by 10.6% during the third quarter. Stockman Wealth Management Inc. now owns 9,095 shares of the company’s stock valued at $6,087,000 after buying an additional 869 shares during the period. Lowe Wealth Advisors LLC increased its holdings in iShares Core S&P 500 ETF by 38.5% during the third quarter. Lowe Wealth Advisors LLC now owns 428 shares of the company’s stock valued at $286,000 after buying an additional 119 shares during the last quarter. Richwood Investment Advisors LLC raised its position in iShares Core S&P 500 ETF by 1.4% in the third quarter. Richwood Investment Advisors LLC now owns 37,465 shares of the company’s stock worth $25,076,000 after acquiring an additional 500 shares during the period. Finally, Halbert Hargrove Global Advisors LLC raised its position in iShares Core S&P 500 ETF by 0.9% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 501,871 shares of the company’s stock worth $335,902,000 after acquiring an additional 4,703 shares during the period. 70.12% of the stock is currently owned by institutional investors.

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: 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

Shares of iShares Core S&P 500 ETF stock opened at $693.27 on Monday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $694.70. The company’s fifty day simple moving average is $681.35 and its 200-day simple moving average is $655.94. The stock has a market capitalization of $727.59 billion, a PE 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.