iShares Core S&P 500 ETF (NYSEARCA:IVV) is Fort Henry Capital LLC’s Largest Position

Fort Henry Capital LLC reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 63,719 shares of the company’s stock after selling 3,562 shares during the quarter. iShares Core S&P 500 ETF makes up 26.8% of Fort Henry Capital LLC’s investment portfolio, making the stock its largest holding. Fort Henry Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $37,510,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Balboa Wealth Partners boosted its stake in iShares Core S&P 500 ETF by 1.3% in the 3rd quarter. Balboa Wealth Partners now owns 1,292 shares of the company’s stock worth $745,000 after purchasing an additional 17 shares during the period. TruWealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.0% during the 3rd quarter. TruWealth Advisors LLC now owns 925 shares of the company’s stock valued at $534,000 after acquiring an additional 18 shares during the last quarter. Lewis Asset Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Lewis Asset Management LLC now owns 631 shares of the company’s stock valued at $364,000 after acquiring an additional 18 shares during the last quarter. Hassell Wealth Management LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.6% during the 3rd quarter. Hassell Wealth Management LLC now owns 700 shares of the company’s stock valued at $400,000 after acquiring an additional 18 shares during the last quarter. Finally, Sandbox Financial Partners LLC boosted its position in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Sandbox Financial Partners LLC now owns 1,654 shares of the company’s stock valued at $974,000 after acquiring an additional 18 shares during the last quarter.

iShares Core S&P 500 ETF Trading Down 1.4 %

Shares of IVV opened at $602.37 on Tuesday. The company has a market cap of $519.79 billion, a PE ratio of 25.23 and a beta of 0.99. The stock has a 50-day moving average price of $599.34 and a 200-day moving average price of $577.97. iShares Core S&P 500 ETF has a 12-month low of $485.19 and a 12-month 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.