iShares Core S&P 500 ETF (NYSEARCA:IVV) is Roger Wittlin Investment Advisory LLC’s 2nd Largest Position

Roger Wittlin Investment Advisory LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.9% during the third quarter, HoldingsChannel reports. The fund owned 41,754 shares of the company’s stock after acquiring an additional 1,563 shares during the quarter. iShares Core S&P 500 ETF comprises about 13.9% of Roger Wittlin Investment Advisory LLC’s holdings, making the stock its 2nd largest position. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $24,085,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in IVV. Balboa Wealth Partners raised its position in iShares Core S&P 500 ETF by 1.3% during the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after buying an additional 17 shares during the last quarter. Proffitt & Goodson Inc. increased its stake in shares of iShares Core S&P 500 ETF by 21.2% during the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after acquiring an additional 18 shares during the period. TruWealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 2.0% during the third quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock worth $534,000 after purchasing an additional 18 shares in the last quarter. Lewis Asset Management LLC lifted its position in iShares Core S&P 500 ETF by 2.9% in the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after purchasing an additional 18 shares during the period. Finally, Hassell Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after purchasing an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Trading Up 0.3 %

Shares of IVV stock opened at $593.17 on Wednesday. The stock has a 50 day simple moving average of $580.22 and a 200-day simple moving average of $557.43. The company has a market cap of $511.85 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 12-month low of $452.58 and a 12-month high of $603.09.

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.