Valeo Financial Advisors LLC Acquires 9,333 Shares of iShares Core S&P 500 ETF $IVV

Posted by Brenda Bartman on Oct 8th, 2026

Valeo Financial Advisors LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 337,847 shares of the ETF’s stock after purchasing an additional 9,333 shares during the quarter. iShares Core S&P 500 ETF accounts for about 5.9% of Valeo Financial Advisors LLC’s holdings, making the stock its 2nd biggest holding. Valeo Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $258,740,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of IVV. Blalock Williams LLC increased its stake in iShares Core S&P 500 ETF by 74.9% in the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after purchasing an additional 7,130 shares during the period. Cornerstone Planning Group LLC boosted its stake in shares of iShares Core S&P 500 ETF by 55.6% during the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after buying an additional 6,417 shares during the period. Compass Financial Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the second quarter worth about $3,601,000. Capital Analysts LLC grew its holdings in shares of iShares Core S&P 500 ETF by 18.2% during the second quarter. Capital Analysts LLC now owns 219,719 shares of the ETF’s stock worth $164,546,000 after buying an additional 33,785 shares during the last quarter. Finally, Highland Investment Advisors LLC purchased a new position in shares of iShares Core S&P 500 ETF during the second quarter worth about $5,914,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.6%

IVV stock traded down $4.53 during trading on Thursday, hitting $776.05. The company had a trading volume of 1,542,563 shares, compared to its average volume of 7,895,097. The firm has a 50-day moving average price of $770.19 and a 200-day moving average price of $741.57. The firm has a market cap of $891.99 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03.

iShares Core S&P 500 ETF News Roundup

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

Positive Sentiment: Deutsche Bank expects S&P 500 third-quarter earnings growth to remain near a record 34%, well above the 27% consensus. Continued AI demand and a cyclical recovery could support the index’s largest holdings and benefit IVV. Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
Positive Sentiment: Analysts surveyed by CNBC see nearly 30% year-over-year S&P 500 earnings growth in the third quarter, suggesting that gains may be broadening beyond the largest technology companies. Stronger profits provide fundamental support for IVV. Here comes third-quarter earnings season
Positive Sentiment: Market commentators remain optimistic after the S&P 500 reached new highs, with one strategist arguing that the four-year bull market still has room to run. Other forecasts call for the index to reach 10,000 in 2027, helped by favorable seasonal trends and valuation metrics. S&P 500 Hits New Highs
Neutral Sentiment: The Trump Accounts rollout could place approximately 70 million children into investment accounts, initially directing contributions to a State Street ETF. The development may increase long-term demand for broad-market funds, but the immediate benefit appears more direct for State Street’s products than for IVV. 70 Million Kids Just Got Trump Accounts
Negative Sentiment: Market concentration is becoming a risk: Nvidia, Apple and Microsoft account for roughly 21% of the S&P 500. Because IVV is market-cap weighted, any reversal in these megacap technology shares could disproportionately hurt the ETF. Three Stocks Are Now 21% of the S&P 500
Negative Sentiment: A strategist warned that an AI investment bubble could burst in 2027, potentially sending the S&P 500 toward 5,000. Near-term concerns include hawkish inflation data, higher Treasury yields and possible U.S.-Iran military escalation, all of which can weigh on IVV’s valuation and risk appetite. AI bubble could burst in 2027

iShares Core S&P 500 ETF Profile

(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.