WJ Wealth Management LLC Lowers Holdings in iShares Core S&P 500 ETF $IVV

WJ Wealth Management LLC trimmed its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,896 shares of the company’s stock after selling 650 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.4% of WJ Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. WJ Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $4,282,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Johnson Bixby & Associates LLC boosted its holdings in iShares Core S&P 500 ETF by 1.2% in the second quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after purchasing an additional 16 shares during the last quarter. Activest Wealth Management raised its position in shares of iShares Core S&P 500 ETF by 1.5% in the first quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock worth $643,000 after acquiring an additional 17 shares during the period. Greenfield Savings Bank raised its position in shares of iShares Core S&P 500 ETF by 2.0% in the second quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock worth $540,000 after acquiring an additional 17 shares during the period. Next Level Private LLC raised its position in shares of iShares Core S&P 500 ETF by 1.6% in the second quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock worth $676,000 after acquiring an additional 17 shares during the period. Finally, Defined Financial Planning LLC raised its position in shares of iShares Core S&P 500 ETF by 3.7% in the second quarter. Defined Financial Planning LLC now owns 480 shares of the company’s stock worth $300,000 after acquiring an additional 17 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $667.69 on Friday. The firm has a 50-day simple moving average of $657.92 and a two-hundred day simple moving average of $614.02. The company has a market cap of $697.70 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $677.20.

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.