Enzi Wealth Trims Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Enzi Wealth lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,797 shares of the company’s stock after selling 458 shares during the quarter. iShares Core S&P 500 ETF comprises about 14.1% of Enzi Wealth’s investment portfolio, making the stock its 2nd largest holding. Enzi Wealth’s holdings in iShares Core S&P 500 ETF were worth $37,044,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in IVV. Ironwood Wealth Management LLC. increased its stake in iShares Core S&P 500 ETF by 0.6% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock worth $56,497,000 after purchasing an additional 574 shares in the last quarter. Curbstone Financial Management Corp increased its position in shares of iShares Core S&P 500 ETF by 1.9% during the third quarter. Curbstone Financial Management Corp now owns 5,262 shares of the company’s stock worth $3,035,000 after acquiring an additional 100 shares in the last quarter. SG Americas Securities LLC lifted its position in iShares Core S&P 500 ETF by 472.6% in the 3rd quarter. SG Americas Securities LLC now owns 405,773 shares of the company’s stock valued at $234,058,000 after acquiring an additional 334,907 shares in the last quarter. Canandaigua National Bank & Trust Co. bought a new stake in iShares Core S&P 500 ETF in the 3rd quarter valued at $2,994,000. Finally, Wiser Wealth Management Inc boosted its stake in iShares Core S&P 500 ETF by 14.2% in the 3rd quarter. Wiser Wealth Management Inc now owns 28,708 shares of the company’s stock worth $16,560,000 after purchasing an additional 3,577 shares during the period.

iShares Core S&P 500 ETF Price Performance

IVV opened at $604.66 on Friday. The company has a market capitalization of $521.76 billion, a price-to-earnings ratio of 25.23 and a beta of 0.99. The business’s 50-day moving average price is $600.30 and its two-hundred day moving average price is $578.97. iShares Core S&P 500 ETF has a 1 year low of $485.19 and a 1 year high of $613.79.

iShares Core S&P 500 ETF 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.