Stone Summit Wealth LLC Has $4.47 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stone Summit Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,591 shares of the company’s stock after buying an additional 373 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.5% of Stone Summit Wealth LLC’s portfolio, making the stock its 18th largest position. Stone Summit Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $4,469,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Wealth Group Ltd. raised its holdings in iShares Core S&P 500 ETF by 1.9% during the 3rd quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock worth $109,908,000 after purchasing an additional 3,630 shares during the last quarter. Wesbanco Bank Inc. increased its stake in shares of iShares Core S&P 500 ETF by 1.7% in the 3rd quarter. Wesbanco Bank Inc. now owns 26,000 shares of the company’s stock valued at $14,997,000 after acquiring an additional 430 shares in the last quarter. Creative Planning increased its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after acquiring an additional 257,499 shares in the last quarter. Iams Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF by 10.0% in the 3rd quarter. Iams Wealth Management LLC now owns 1,256 shares of the company’s stock valued at $724,000 after acquiring an additional 114 shares in the last quarter. Finally, FinTrust Capital Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 2.6% in the 3rd quarter. FinTrust Capital Advisors LLC now owns 62,938 shares of the company’s stock valued at $36,304,000 after acquiring an additional 1,573 shares in the last quarter.

iShares Core S&P 500 ETF Stock Up 0.1 %

NYSEARCA:IVV opened at $608.23 on Wednesday. The company has a fifty day moving average of $600.69 and a 200-day moving average of $581.76. The firm has a market capitalization of $524.84 billion, a P/E ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a twelve month low of $493.07 and a twelve month high of $613.79.

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.