Retirement Wealth Solutions LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,155 shares of the company’s stock after purchasing an additional 1,122 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 8.7% of Retirement Wealth Solutions LLC’s investment portfolio, making the stock its 3rd biggest holding. Retirement Wealth Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $13,805,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $331,591,000. Bison Wealth LLC grew its holdings in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the period. Schnieders Capital Management LLC. raised its position in iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after acquiring an additional 45 shares in the last quarter. AlphaCore Capital LLC raised its position in iShares Core S&P 500 ETF by 93.1% during the second quarter. AlphaCore Capital LLC now owns 27,357 shares of the company’s stock valued at $16,986,000 after acquiring an additional 13,191 shares in the last quarter. Finally, Cozad Asset Management Inc. lifted its holdings in iShares Core S&P 500 ETF by 8.5% in the second quarter. Cozad Asset Management Inc. now owns 2,214 shares of the company’s stock valued at $1,375,000 after acquiring an additional 173 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF News Summary
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
iShares Core S&P 500 ETF Trading Down 1.5%
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.
Further Reading
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