1,057 iShares Core S&P 500 ETF $IVV Shares Acquired by Pinnacle Wealth Planning Services Inc.

Posted by Brenda Bartman on Oct 31st, 2026

Pinnacle Wealth Planning Services Inc. grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 12.2% in the 3rd quarter, Holdings Channel reports. The firm owned 9,747 shares of the ETF’s stock after acquiring an additional 1,057 shares during the quarter. iShares Core S&P 500 ETF accounts for about 0.7% of Pinnacle Wealth Planning Services Inc.’s portfolio, making the stock its 24th largest holding. Pinnacle Wealth Planning Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $7,465,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Heritage Wealth Management Inc. CA lifted its stake in shares of iShares Core S&P 500 ETF by 13.2% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 411 shares of the ETF’s stock valued at $315,000 after purchasing an additional 48 shares during the period. Corrado Advisors LLC grew its stake in iShares Core S&P 500 ETF by 2.9% during the third quarter. Corrado Advisors LLC now owns 2,379 shares of the ETF’s stock worth $1,822,000 after purchasing an additional 67 shares during the period. First Fiduciary Investment Counsel Inc. acquired a new stake in iShares Core S&P 500 ETF during the third quarter worth approximately $250,000. BLB&B Advisors LLC grew its stake in iShares Core S&P 500 ETF by 3.9% during the third quarter. BLB&B Advisors LLC now owns 314,820 shares of the ETF’s stock worth $241,105,000 after purchasing an additional 11,824 shares during the period. Finally, AMI Investment Management Inc. grew its stake in iShares Core S&P 500 ETF by 10.5% during the third quarter. AMI Investment Management Inc. now owns 14,519 shares of the ETF’s stock worth $11,119,000 after purchasing an additional 1,383 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $759.18 on Friday. The company has a market cap of $869.87 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day simple moving average of $770.86 and a two-hundred day simple moving average of $731.81. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.

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: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500

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.