iShares Core S&P 500 ETF $IVV Holdings Boosted by Sax Wealth Advisors LLC

Posted by Francis Steltz on Oct 13th, 2026

Sax Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 26.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 45,488 shares of the ETF’s stock after purchasing an additional 9,492 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.0% of Sax Wealth Advisors LLC’s holdings, making the stock its 18th largest position. Sax Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $34,837,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of the business. Olistico Wealth LLC purchased a new position in iShares Core S&P 500 ETF in the third quarter worth $25,000. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $26,000. Punch & Associates Investment Management Inc. raised its holdings in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after purchasing an additional 14 shares during the last quarter. Allied Private Wealth LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter worth $33,000. Finally, Montgomery Financial Services LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth about $32,000. 70.12% of the stock is 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’s bull market has reached its fourth anniversary, with the index more than doubling from its October 2022 low. The sustained advance supports IVV’s long-term performance and reflects continued investor demand for U.S. large-cap equities. S&P 500 Bull Market Turns 4
Positive Sentiment: Potential support for the index this week includes third-quarter earnings, cooling energy prices and historically favorable October trading patterns. Strong results from major banks and other large companies could provide another catalyst for IVV. Stock Market: Will S&P 500 Open Up or Down Today?

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV traded down $0.82 during trading hours on Tuesday, reaching $780.62. The company’s stock had a trading volume of 859,241 shares, compared to its average volume of 7,827,722. The stock has a market cap of $894.98 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50-day moving average is $771.87 and its two-hundred day moving average is $744.21. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.

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.