Holistic Financial Partners Has $1.37 Million Holdings in iShares Core S&P 500 ETF $IVV

Holistic Financial Partners raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 70.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,003 shares of the company’s stock after purchasing an additional 829 shares during the period. Holistic Financial Partners’ holdings in iShares Core S&P 500 ETF were worth $1,372,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of IVV. Imprint Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at about $39,000. Winnow Wealth LLC acquired a new stake in iShares Core S&P 500 ETF during the third quarter worth about $61,000. Texas Capital Bancshares Inc TX bought a new position in iShares Core S&P 500 ETF during the third quarter valued at about $68,000. Ulland Investment Advisors LLC increased its stake in iShares Core S&P 500 ETF by 87.3% during the third quarter. Ulland Investment Advisors LLC now owns 103 shares of the company’s stock valued at $69,000 after acquiring an additional 48 shares during the period. Finally, Conquis Financial LLC acquired a new position in iShares Core S&P 500 ETF in the 3rd quarter valued at approximately $82,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Down 1.5%

Shares of IVV stock opened at $651.30 on Friday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97. The company has a market capitalization of $715.91 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average of $686.64 and a two-hundred day moving average of $679.85.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Analysis arguing a near-term countertrend rally for the S&P 500 could lift broad-market ETFs like IVV if the forecast plays out; this is a short‑term bullish technical call that could attract buyers into index ETFs. The S&P 500 Will See a Countertrend Rally Soon
• Positive Sentiment: A popular ETF comparison argues many buy-and-hold investors are better off with lower-cost S&P 500 ETFs (implicit support for IVV vs. legacy SPY habits), which can support long-term flows into IVV. The Only S&P 500 ETF You Need in 2026 and It’s Not the One You Think
• Neutral Sentiment: A primer on IVV that highlights its core, passively managed S&P 500 exposure — useful for reminding investors IVV’s role as a low-cost benchmark vehicle but not new catalyst news. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
• Neutral Sentiment: MarketWatch notes that dropping under the 200‑day moving average after a long run isn’t always catastrophic — suggests potential for choppy consolidation rather than a persistent selloff. Here’s what happens after the S&P 500 breaks under the 200-day moving average following a long run
• Negative Sentiment: JPMorgan trimmed its 2026 year‑end S&P 500 target (7,200 from 7,500) and warned markets may be underpricing supply‑shock risks from rising oil — a caution that can weigh on broad‑market ETFs like IVV. JPMorgan analysts cut S&P 500 target, flagging market complacency despite oil shock
• Negative Sentiment: Technicals and internals show deterioration beneath the surface (breadth weakness, oil surge, geopolitical risk), which supports caution and outflows from risk-on ETFs. The S&P 500 just flashed a bearish sign — but more damage is being done beneath the market’s surface
• Negative Sentiment: Strategists and technicians (including Fairlead’s Katie Stockton) flag vulnerability around the S&P’s 200‑day moving average and rising headline/geopolitical risk, adding to near‑term downside risk for IVV. The S&P 500 200-day moving average looks vulnerable to us, says Fairlead’s Katie Stockton

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.