MinichMacGregor Wealth Management LLC Trims Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

MinichMacGregor Wealth Management LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,632 shares of the company’s stock after selling 144 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.9% of MinichMacGregor Wealth Management LLC’s holdings, making the stock its 18th biggest holding. MinichMacGregor Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $9,202,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Balboa Wealth Partners grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% during the third quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock valued at $745,000 after buying an additional 17 shares during the last quarter. TruWealth Advisors LLC grew its holdings in shares of 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 valued at $534,000 after buying an additional 18 shares during the last quarter. Lewis Asset Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after buying an additional 18 shares during the last quarter. Hassell Wealth Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.6% during the third quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after buying an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after buying an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $610.89 on Friday. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $613.79. The firm has a market cap of $527.14 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The firm’s fifty day moving average is $598.89 and its two-hundred day moving average is $577.37.

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.