Matrix Private Capital Group LLC Invests $598,000 in iShares Core S&P 500 ETF $IVV

Posted by Geri Gentry on Jul 26th, 2026

Matrix Private Capital Group LLC acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 915 shares of the ETF’s stock, valued at approximately $598,000.

Several other hedge funds and other institutional investors have also made changes to their positions in IVV. Keenan LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $26,000. Punch & Associates Investment Management Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares in the last quarter. Decker Retirement Planning Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $29,000. GS Investments Inc. boosted 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 ETF’s stock valued at $30,000 after acquiring an additional 20 shares during the last quarter. Finally, Palouse Capital Management Inc. bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter valued at approximately $38,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $742.36 on Friday. The company’s fifty day moving average is $748.47 and its 200 day moving average is $711.34. iShares Core S&P 500 ETF has a fifty-two week low of $622.31 and a fifty-two week high of $764.00. The stock has a market capitalization of $869.34 billion, a PE ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF News Roundup

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

Negative Sentiment: The S&P 500 ended a choppy week in the red, falling 0.6% and logging a second straight weekly decline, which can weigh on IVV because it mirrors the index. S&P 500 Snapshot: Index Ends Choppy Week in the Red
Negative Sentiment: Rising Treasury yields and a spike in oil prices have pressured stocks, with traders watching for more volatility and possible further downside in the S&P 500. S&P 500 Slides as Rising Treasury Yields Pressure Stocks
Negative Sentiment: Options traders are eyeing key “risk pivot” levels as the S&P 500 sells off, suggesting markets remain fragile and could stay choppy near term. As the S&P 500 sells off, traders eye key ‘risk pivot’ level
Neutral Sentiment: Friday’s U.S. trading session was mixed, with the Dow supported by Apple while semiconductor weakness held back the broader market, leaving the S&P 500 near flat on the day. Dow gains as Apple offsets chip weakness, S&P 500 closes near flat
Neutral Sentiment: Commentary on BlackRock’s iShares franchise and broad S&P 500 exposure highlights the ETF’s size and popularity, but does not indicate a direct catalyst for IVV’s price. Inside the Success of BlackRock’s iShares ETFs

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.