WCG Wealth Advisors LLC Raises Stock Holdings in iShares Core S&P 500 ETF $IVV

Posted by Stanley Muller on Jun 4th, 2026

WCG Wealth Advisors LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 36.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 69,557 shares of the company’s stock after buying an additional 18,577 shares during the quarter. iShares Core S&P 500 ETF makes up about 1.3% of WCG Wealth Advisors LLC’s portfolio, making the stock its 15th biggest position. WCG Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $47,643,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC increased its holdings in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Schnieders Capital Management LLC. increased its holdings in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after purchasing an additional 45 shares during the period. First Trust Advisors LP increased its holdings in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after purchasing an additional 2,105 shares during the period. Finally, Sei Investments Co. increased its holdings in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after purchasing an additional 97 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

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: The S&P 500 continued to hit record highs earlier in the week, supported by a powerful rally and strength in large-cap stocks, especially semiconductors and AI-related names. S&P500: US Stocks Climb to Records as Chip Rally Powers Stock Market
Positive Sentiment: The market’s recent winning streak and record-setting close suggest momentum remains constructive over the medium term, which can support IVV if investors keep buying the broad market dip. S&P 500 Posts Longest Winning Streak in a Year
Neutral Sentiment: The latest market action shows investors watching macro signals such as Treasury yields, oil prices, inflation concerns, and Fed policy uncertainty, all of which are influencing broad index direction. S&P500: Forecast Turns Cautious as Oil and Yields Hit US Stocks Today
Negative Sentiment: The rally has started to lose steam, with the S&P 500 giving back earlier gains and breadth deteriorating, which raises the risk of a broader pullback in IVV. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy
Negative Sentiment: Several reports warn that rising volatility in individual stocks, weaker market breadth, and stretched sentiment could create asymmetric downside risk for the S&P 500 if selling accelerates. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500

iShares Core S&P 500 ETF Stock Down 0.8%

IVV opened at $757.25 on Thursday. The stock’s fifty day moving average is $712.35 and its two-hundred day moving average is $694.64. The company has a market capitalization of $836.19 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $593.93 and a 52 week high of $764.00.

About iShares Core S&P 500 ETF

(Free Report)

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.