Stockman Wealth Management Inc. Boosts Stock Holdings in iShares Core S&P 500 ETF $IVV

Stockman Wealth Management Inc. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,095 shares of the company’s stock after buying an additional 869 shares during the quarter. Stockman Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $6,087,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Calton & Associates Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 25.3% in the first quarter. Calton & Associates Inc. now owns 1,882 shares of the company’s stock worth $1,058,000 after buying an additional 380 shares during the last quarter. Ewing Morris & Co. Investment Partners Ltd. boosted its holdings in shares of iShares Core S&P 500 ETF by 30.4% in the first quarter. Ewing Morris & Co. Investment Partners Ltd. now owns 6,737 shares of the company’s stock worth $3,786,000 after buying an additional 1,570 shares during the last quarter. Finally, MAI Capital Management increased its holdings in iShares Core S&P 500 ETF by 1.6% during the first quarter. MAI Capital Management now owns 1,642,402 shares of the company’s stock valued at $922,866,000 after buying an additional 26,359 shares during the last quarter. Institutional investors 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 Trading Down 0.0%

IVV opened at $693.27 on Monday. The firm’s 50 day simple moving average is $681.35 and its two-hundred day simple moving average is $655.94. The company has a market capitalization of $727.59 billion, a PE 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.

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.