Crescent Grove Advisors LLC Trims Position in iShares Core S&P 500 ETF $IVV

Posted by Geri Gentry on Jun 4th, 2026

Crescent Grove Advisors LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% during the 4th quarter, HoldingsChannel reports. The firm owned 100,513 shares of the company’s stock after selling 1,480 shares during the quarter. iShares Core S&P 500 ETF accounts for about 6.4% of Crescent Grove Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Crescent Grove Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $68,845,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. McGrath & Associates Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 4.8% in the fourth quarter. McGrath & Associates Inc. now owns 346 shares of the company’s stock worth $237,000 after purchasing an additional 16 shares during the last quarter. Greenspring Advisors LLC increased its stake in iShares Core S&P 500 ETF by 62.7% during the fourth quarter. Greenspring Advisors LLC now owns 3,645 shares of the company’s stock worth $2,496,000 after acquiring an additional 1,404 shares during the last quarter. Disciplined Investors L.L.C. bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth approximately $260,000. Evolution Wealth Management Inc. increased its stake in iShares Core S&P 500 ETF by 20.7% during the fourth quarter. Evolution Wealth Management Inc. now owns 3,202 shares of the company’s stock worth $2,193,000 after acquiring an additional 549 shares during the last quarter. Finally, North Berkeley Wealth Management LLC increased its stake in iShares Core S&P 500 ETF by 12.1% during the fourth quarter. North Berkeley Wealth Management LLC now owns 5,764 shares of the company’s stock worth $3,948,000 after acquiring an additional 620 shares during the last quarter. 70.12% of the stock is owned by 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 Price Performance

Shares of NYSEARCA IVV opened at $757.25 on Thursday. The business’s 50 day moving average is $712.35 and its two-hundred day moving average is $694.64. iShares Core S&P 500 ETF has a 1-year low of $593.93 and a 1-year high of $764.00. The stock 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 Company 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.