iShares Core S&P 500 ETF $IVV Stock: RFG Bristol Wealth Advisors LLC Raises Position

Posted by George Bondi on Oct 10th, 2026

RFG Bristol Wealth Advisors LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 67,230 shares of the ETF’s stock after buying an additional 1,888 shares during the period. iShares Core S&P 500 ETF comprises 12.4% of RFG Bristol Wealth Advisors LLC’s portfolio, making the stock its largest holding. RFG Bristol Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $51,488,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of IVV. Envestnet Asset Management Inc. grew its stake in iShares Core S&P 500 ETF by 25.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after acquiring an additional 8,432,228 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after acquiring an additional 421,146 shares during the last quarter. Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the period. Millennium Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 93.3% during the 4th quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock worth $9,927,711,000 after purchasing an additional 6,995,145 shares during the period. Finally, Squarepoint Ops LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 27.2% during the fourth quarter. Squarepoint Ops LLC now owns 10,478,051 shares of the ETF’s stock worth $7,176,836,000 after purchasing an additional 2,241,167 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.6%

Shares of NYSEARCA:IVV opened at $781.97 on Friday. The company has a market cap of $898.80 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $785.03. The business has a fifty day simple moving average of $771.46 and a 200-day simple moving average of $742.73.

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: Market optimism remains supportive: the S&P 500 reached new highs ahead of the fourth anniversary of its bull market, and one strategist believes the rally could continue. Strength across the index is directly beneficial to IVV, which tracks the S&P 500. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, citing a relatively attractive PEG ratio and historically favorable seasonal conditions. If realized, the outlook implies additional upside for IVV. Prediction: The S&P 500 Will Hit 10,000 in 2027
Positive Sentiment: Historical analysis suggests October and the period following new market highs can still produce gains, reinforcing the constructive sentiment surrounding broad-market ETFs such as IVV. The S&P 500 Just Reached a New Record

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.