Focus Partners Wealth Boosts Stock Holdings in iShares Core S&P 500 ETF $IVV

Focus Partners Wealth lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,096,127 shares of the company’s stock after purchasing an additional 432,244 shares during the period. iShares Core S&P 500 ETF comprises about 1.6% of Focus Partners Wealth’s investment portfolio, making the stock its 9th largest position. Focus Partners Wealth owned 0.19% of iShares Core S&P 500 ETF worth $1,435,647,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. Nicollet Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 1.0% in the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares during the last quarter. Anchor Investment Management LLC grew its holdings in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after acquiring an additional 15 shares in the last quarter. Wealth Effects LLC grew its holdings in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock worth $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC grew its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock worth $987,000 after acquiring an additional 15 shares in the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management grew its holdings in iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $745.14 on Monday. iShares Core S&P 500 ETF has a 1 year low of $594.71 and a 1 year high of $764.00. The firm’s 50-day moving average is $725.41 and its two-hundred day moving average is $698.42. The stock has a market cap of $822.82 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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.