Stephenson & Company Inc. Raises Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stephenson & Company Inc. boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 34,166 shares of the company’s stock after purchasing an additional 1,112 shares during the period. iShares Core S&P 500 ETF comprises 13.5% of Stephenson & Company Inc.’s holdings, making the stock its 3rd largest position. Stephenson & Company Inc.’s holdings in iShares Core S&P 500 ETF were worth $20,113,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of IVV. Modus Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Ulland Investment Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $32,000. Safe Harbor Fiduciary LLC acquired a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $33,000. Cedar Wealth Management LLC boosted its position in iShares Core S&P 500 ETF by 139.3% during the third quarter. Cedar Wealth Management LLC now owns 67 shares of the company’s stock worth $39,000 after purchasing an additional 39 shares during the period. Finally, Kennebec Savings Bank acquired a new position in shares of iShares Core S&P 500 ETF in the third quarter valued at $40,000.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $604.66 on Monday. The stock has a market cap of $521.76 billion, a PE ratio of 25.23 and a beta of 0.99. The firm has a 50-day moving average of $600.42 and a 200-day moving average of $579.33. iShares Core S&P 500 ETF has a 52-week low of $485.19 and a 52-week high of $613.79.

About iShares Core S&P 500 ETF

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.