Orgel Wealth Management LLC Has $381.71 Million Position in iShares Core S&P 500 ETF $IVV

Orgel Wealth Management LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 557,287 shares of the company’s stock after purchasing an additional 9,889 shares during the period. iShares Core S&P 500 ETF makes up 8.4% of Orgel Wealth Management LLC’s holdings, making the stock its 4th biggest holding. Orgel Wealth Management LLC owned 0.05% of iShares Core S&P 500 ETF worth $381,708,000 as of its most recent filing with the SEC.

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

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: 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%

NYSEARCA IVV opened at $651.30 on Friday. The firm has a market capitalization of $715.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s 50 day simple moving average is $686.64 and its 200 day simple moving average is $679.85. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97.

iShares Core S&P 500 ETF Profile

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.