Enzi Wealth Reduces Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Enzi Wealth cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% in the second quarter, HoldingsChannel.com reports. The firm owned 60,868 shares of the company’s stock after selling 1,140 shares during the period. iShares Core S&P 500 ETF accounts for approximately 15.0% of Enzi Wealth’s investment portfolio, making the stock its 2nd biggest holding. Enzi Wealth’s holdings in iShares Core S&P 500 ETF were worth $33,950,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of IVV. Ashford Advisors LLC grew its stake in iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Ashford Advisors LLC now owns 441,226 shares of the company’s stock worth $210,743,000 after buying an additional 8,778 shares during the last quarter. Calamos Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 15.2% during the fourth quarter. Calamos Advisors LLC now owns 12,940 shares of the company’s stock worth $6,181,000 after acquiring an additional 1,712 shares during the last quarter. J.W. Cole Advisors Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 56.8% during the fourth quarter. J.W. Cole Advisors Inc. now owns 77,379 shares of the company’s stock valued at $36,959,000 after acquiring an additional 28,040 shares in the last quarter. Stephenson & Company Inc. purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at approximately $14,394,000. Finally, DT Investment Partners LLC boosted its stake in iShares Core S&P 500 ETF by 1,168.0% in the 4th quarter. DT Investment Partners LLC now owns 7,418 shares of the company’s stock worth $3,659,000 after purchasing an additional 6,833 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV traded down $0.84 during trading hours on Tuesday, hitting $561.77. 2,862,200 shares of the company were exchanged, compared to its average volume of 5,084,466. iShares Core S&P 500 ETF has a 52-week low of $411.02 and a 52-week high of $568.24. The stock has a market capitalization of $484.75 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The company’s 50 day moving average price is $548.68 and its 200-day moving average price is $527.81.

iShares Core S&P 500 ETF Company Profile

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.