iShares Core S&P 500 ETF $IVV is Shared Vision Wealth Group LLC’s 2nd Largest Position

Posted by Brenda Bartman on Jun 6th, 2026

Shared Vision Wealth Group LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 36,190 shares of the company’s stock after selling 1,524 shares during the period. iShares Core S&P 500 ETF comprises about 10.2% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 2nd largest holding. Shared Vision Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $25,184,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the stock. Decker Retirement Planning Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $29,000. GS Investments Inc. grew its position in shares of iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock valued at $30,000 after acquiring an additional 20 shares during the period. Palouse Capital Management Inc. acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Imprint Wealth LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $39,000. Finally, Dorato Capital Management acquired a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $55,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 2.6%

NYSEARCA:IVV opened at $740.91 on Friday. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00. The stock has a market capitalization of $818.15 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average price is $716.06 and its 200-day moving average price is $695.56.

Key iShares Core S&P 500 ETF News

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

Positive Sentiment: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

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.