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IVV
$697.815
$0.735
The index measures the performance of the large-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Next Earnings
2026-01-12
Beta
1
Average Volume
9372075
Market Cap
765536970205
Last Dividend
8.03988
CIK
0001100663
ISIN
US4642872000
CUSIP
464287200
CEO
Sector
Financial Services
Industry
Asset Management
Full Time Employees
IPO Date
2000-05-19
Status
Active
Latest News
| Title | Headline | Publisher | Date |
|---|---|---|---|
| S&P 500 and Dow Jones: US Indices Mixed Today as Powell Probe Rattles Markets | US stocks mixed as Powell criminal probe rattles markets. S&P 500 eyes record high while Dow falls. | FXEmpire | 2026-01-12 11:39:55 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Pull Back to Start Week | The US stock market has been a bit soft in the early hours of Monday, but we remain in consolidation at the moment. | FXEmpire | 2026-01-12 09:54:53 |
| S&P 500 in 2026: Here are the top predictions | The S&P 500 wrapped up 2025 with a strong performance, marking another year of substantial growth driven largely by technology companies. | Finbold | 2026-01-12 07:48:52 |
| Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar? | Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the iShares Core S&P 500 ETF (IVV) is a passively managed exchange traded fund launched on May 15, 2000. | Zacks Investment Research | 2026-01-12 07:20:25 |
| iShares Core S&P 500 ETF $IVV is Hudock Inc.’s Largest Position | Hudock Inc. trimmed its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 123,825 shares of the company's stock after selling 835 shares during the period. iShares Core S&P 500 | Defense World | 2026-01-12 06:08:54 |
| iShares Core S&P 500 ETF $IVV Stake Lowered by Tarbox Family Office Inc. | Tarbox Family Office Inc. reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 350,774 shares of the company's stock after selling 25,677 shares during the quarter. | Defense World | 2026-01-12 06:08:52 |
| Narwhal Capital Management Grows Stock Position in iShares Core S&P 500 ETF $IVV | Narwhal Capital Management grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 203,919 shares of the company's stock after buying an additional 7,490 shares during the period. | Defense World | 2026-01-12 06:08:52 |
| Valmark Advisers Inc. Buys 2,125 Shares of iShares Core S&P 500 ETF $IVV | Valmark Advisers Inc. increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 62,064 shares of the company's stock after purchasing an additional 2,125 shares during the quarter. Valmark Advisers | Defense World | 2026-01-12 06:08:51 |
| Pasadena Private Wealth LLC Purchases 889 Shares of iShares Core S&P 500 ETF $IVV | Pasadena Private Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 80.2% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,998 shares of the company's stock after purchasing an additional 889 shares during the quarter. | Defense World | 2026-01-12 06:08:50 |
| iShares Core S&P 500 ETF $IVV Stock Holdings Raised by Heck Capital Advisors LLC | Heck Capital Advisors LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 283,481 shares of the company's stock after purchasing an additional 13,012 shares during the quarter. iShares | Defense World | 2026-01-12 06:08:46 |
| Stock Market Today: Dow Jones, S&P 500 Futures Tumble As DOJ Serves Federal Reserve—Vistra, Tempus AI, Alibaba In Focus | U.S. stock futures declined on Monday after a positive close on Friday. Futures of major benchmark indices were trading lower. | Benzinga | 2026-01-12 05:33:18 |
| S&P 500 Earnings: Financials Report This Week; Expectations Are Quite High And Compares Are Tough | Of the companies that will report this week, the vast majority will be banks and financials. When JPM reports Tuesday morning, it should report a pretty good quarter, with sell-side analyst consensus expecting $4.95 in EPS on $46.2 billion in net revenue for expected y-o-y growth of 3% and 8% respectively. For Citigroup's Q4 '25 financial results on Wednesday morning, consensus expectations are looking for $20.6 billion in net revenue growth to generate EPS of $1.67 for expected y-o-y growth of 5% and 25%. | Seeking Alpha | 2026-01-12 05:30:00 |
| Abel's $25 million Berkshire paycheck is in the same league as other S&P 500 CEOs | Greg Abel's $25M salary as Berkshire Hathaway's CEO is an enormous jump from Warren Buffett's famously small paycheck, but Abel still lags the nation's best paid corporate leaders. | CNBC | 2026-01-10 07:50:43 |
| Caldwell Trust Co Has $19.19 Million Position in iShares Core S&P 500 ETF $IVV | Caldwell Trust Co grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,671 shares of the company's stock after purchasing an additional 2,095 shares during | Defense World | 2026-01-10 05:34:42 |
| Benjamin Edwards Inc. Has $30.73 Million Holdings in iShares Core S&P 500 ETF $IVV | Benjamin Edwards Inc. grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 45,836 shares of the company's stock after acquiring an additional 1,128 shares during | Defense World | 2026-01-10 05:34:42 |
| Chokshi & Queen Wealth Advisors Inc Boosts Holdings in iShares Core S&P 500 ETF $IVV | Chokshi and Queen Wealth Advisors Inc lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 66,371 shares of the company's stock after buying an additional 1,291 | Defense World | 2026-01-10 05:00:42 |
| 32,631 Shares in iShares Core S&P 500 ETF $IVV Acquired by B&D White Capital Company LLC | B&D White Capital Company LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 32,631 shares of the company's stock, valued at approximately $21,840,000. iShares | Defense World | 2026-01-10 03:46:42 |
| IWL: High-Quality Large-Cap Play With A Few Advantages Over IVV | The iShares Russell Top 200 ETF has an unsophisticated yet capable strategy focused on the largest 200 names from the Russell 3000 index. IWL has not only delivered a 0.41% higher CAGR than IVV over October 2009–December 2025, but also demonstrated stronger risk-adjusted returns. Regarding factors, its growth and quality mix is stronger than IVV's, with its higher weighted average forward revenue growth rate and ROTC being among the advantages. | Seeking Alpha | 2026-01-10 03:45:00 |
| S&P 500 Snapshot: Index Closes at Record High | The S&P 500 finished the first full trading week of 2026 at a new record high. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating back to 2013. | ETF Trends | 2026-01-09 17:26:49 |
| S&P 500 ends Friday with record close, three major averages post winning week | CNBC's senior markets commentator Michael Santoli breaks down the day's trading session. | CNBC Television | 2026-01-09 16:29:41 |
| The S&P 500 Could See Slower Growth in 2026. That's Better Than the Alternative. | Aesop's fable “The Tortoise and the Hare” teaches the idea that slow and steady wins the race. It's likely an unwelcome concept for investors after three years of an Energizer Bunny market, but slow gains are better than none at all. | Barrons | 2026-01-09 14:32:00 |
| S&P 500 Holds Its Bullish Pattern as the Elliott Waves Forecast 7300+ | The Elliott wave indicates the index is in a 3rd wave, with an ideal target of approximately 7250, followed by a 4th-wave pullback to ~7100 and another 5th-wave rally to approximately 7345-7490. | FXEmpire | 2026-01-09 14:21:45 |
| Dow, S&P 500 Log Records During First Full Week of 2026 | The new year is off to a wild start, with the Dow Jones Industrial Average (DJI) and S&P 500 (SPX) notching records earlier this week following the U.S. capture of Venezuelan President Nicolás Maduro, which boosted the defense and energy sectors. | Schaeffers Research | 2026-01-09 13:10:07 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Rebound After NFP | The US stock markets have been noisy in the early trading hours of Friday, but I suspect that with the job numbers being relatively close to the expectations, this will pass and we find buyers. | FXEmpire | 2026-01-09 10:46:32 |
| E Fund Management Hong Kong Co. Ltd. Increases Stock Position in iShares Core S&P 500 ETF $IVV | E Fund Management Hong Kong Co. Ltd. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,693 shares of the company's stock after buying | Defense World | 2026-01-09 04:50:44 |
| Absher Wealth Management LLC Invests $1.25 Million in iShares Core S&P 500 ETF $IVV | Absher Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,873 shares of the company's stock, valued at approximately $1,254,000. A number of other institutional investors | Defense World | 2026-01-09 03:04:59 |
| The S&P 500 is losing the momentum that had been fueling stock investors | Lack of follow-through to new highs is concerning but not necessarily bearish — yet. | Market Watch | 2026-01-08 16:25:00 |
| CHAT: From A Bubble, To What Appears To Be A "Cheap" Segment Of The S&P 500 | CHAT is a growth-oriented ETF focused on AI + technology, actively managed. The management has led to high annualized volatility, but competitive returns in bull phases. CHAT is composed for 70% of info tech (AI oriented), a segment that today seems to offer more accessible relative valuations compared to the recent past. | Seeking Alpha | 2026-01-08 13:54:26 |
| Top 10 Charts of 2025 | Now that 2025 has come to an end, let's take a look at the top 10 most-read charts of the year. From market updates and valuations to consumer attitudes and gas prices, these charts have provided crucial insights into the economic landscape that shaped the last twelve months. | ETF Trends | 2026-01-08 12:56:49 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Sluggish in Early Thursday Action | The US stock market has pulled back just a touch during the early hours here on Thursday as the markets are bracing for the Friday Non-Farm Payroll announcement. | FXEmpire | 2026-01-08 08:22:11 |
| The S&P 500 Just Did Something Seen Only Twice in the Last 45 Years. Here's What History Says Happens Next and Why You Should Take It With a Grain of Salt. | Stock prices have climbed faster than underlying fundamentals, leading to high valuations. Every historical data point suggests a clear outcome for stock prices over the next decade. | The Motley Fool | 2026-01-08 08:15:00 |
| CoreCap Advisors LLC Grows Stake in iShares Core S&P 500 ETF $IVV | CoreCap Advisors LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,435 shares of the company's stock after purchasing an additional 1,440 shares during | Defense World | 2026-01-08 07:04:44 |
| Cordatus Wealth Management LLC Has $968,000 Holdings in iShares Core S&P 500 ETF $IVV | Cordatus Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 92.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,447 shares of the company's stock after selling 18,259 shares during the quarter. Cordatus | Defense World | 2026-01-08 07:04:43 |
| Forza Wealth Management LLC Has $4.32 Million Stake in iShares Core S&P 500 ETF $IVV | Forza Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.7% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,457 shares of the company's stock after acquiring an additional 1,438 shares during the quarter. | Defense World | 2026-01-08 05:56:43 |
| iShares Core S&P 500 ETF $IVV Shares Bought by Community Trust & Investment Co. | Community Trust and Investment Co. raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 29.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,314 shares of the company's stock after buying an additional 992 | Defense World | 2026-01-08 05:56:43 |
| Blue Bell Private Wealth Management LLC Has $6.43 Million Stake in iShares Core S&P 500 ETF $IVV | Blue Bell Private Wealth Management LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,611 shares of the company's stock after selling 820 shares during the period. iShares Core S&P | Defense World | 2026-01-08 05:20:42 |
| Bernardo Wealth Planning LLC Has $57.09 Million Stock Holdings in iShares Core S&P 500 ETF $IVV | Bernardo Wealth Planning LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.0% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 85,298 shares of the company's stock after purchasing an additional 3,288 shares during the period. iShares | Defense World | 2026-01-08 04:46:42 |
| iShares Core S&P 500 ETF $IVV is Arcataur Capital Management LLC’s Largest Position | Arcataur Capital Management LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 139,179 shares of the company's stock after selling 1,188 shares during | Defense World | 2026-01-08 03:48:42 |
| Stock Market Today: Dow, S&P 500 Futures Fall | Japanese and Chinese stocks drop more than 1% | WSJ | 2026-01-08 03:34:47 |
| Buffett's Berkshire Successor Set to Earn One of Top Salaries for an S&P 500 CEO | Greg Abel's $25 million salary is well above the median in total pay for big-company chiefs, though dozens of top CEOs earn more with stock and options awards. | WSJ | 2026-01-07 17:25:00 |
| Strategist sees S&P 500 hitting 7,300 (but also a market pullback); Intel stock pops on new AI chip | Market Domination anchor Josh Lipton breaks down the latest market moves for January 7, 2026. Fundstrat Global Advisors managing director and global head of technical strategy Mark Newton lays out his outlook for markets, which includes an S&P 500 target of 7,300 but with a potential market pullback of 15-20% along the way. | Yahoo Finance | 2026-01-07 17:10:14 |
| S&P 500 Hits New Record Highs, Alphabet Dethrones Apple: What's Moving Markets Wednesday? | The S&P 500 pushed to fresh record highs during midday trading on Wednesday, extending a three-day rally and eyeing a fourth straight gain. | Benzinga | 2026-01-07 13:23:08 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Mixed in Early Trading | US indices look mixed in early trading. | FXEmpire | 2026-01-07 08:55:56 |
| CGDV's Portfolio Strategy Could Again Outshine The S&P 500 In 2026 | Capital Group Dividend Value ETF is rated a strong buy with a $52 price target, implying 20% upside. CGDV has outperformed the S&P 500, delivering a 96% total return over three years, driven by high-momentum value stock selection. The portfolio is heavily weighted toward technology, industrials, and healthcare, positioning CGDV to benefit from projected sector earnings growth in 2026. | Seeking Alpha | 2026-01-07 06:36:28 |
| CWA Asset Management Group LLC Purchases 4,626 Shares of iShares Core S&P 500 ETF $IVV | CWA Asset Management Group LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 20.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,976 shares of the company's stock after acquiring | Defense World | 2026-01-07 05:24:42 |
| Dow, S&P 500 close at record highs, plus has bitcoin hit a bottom? | Market Domination Overtime anchor Josh Lipton breaks down the latest market news for January 6, 2026. The early 2026 rally builds steam as the Dow Jones Industrial Average and S&P 500 close at record highs. | Yahoo Finance | 2026-01-06 17:24:09 |
| It's rare for the S&P 500 and the VIX to post gains on the same day. Here's why it just happened. | The stock market has been climbing despite rising geopolitical tensions after the U.S. captured Venezuelan leader Nicolás Maduro. | Market Watch | 2026-01-06 17:02:00 |
| S&P 500's Top Stock of 2025: Western Digital | Subscribers to Chart of the Week received this commentary on Sunday, January 4. | Schaeffers Research | 2026-01-06 12:07:04 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Continue to Look for Higher Levels | The 25,000 level underneath there offers support as well, and I think this remains a market that you're looking at dips as potential value. | FXEmpire | 2026-01-06 09:04:52 |
| John Stoltzfus of Oppenheimer sees S&P 500 at 8,100 by end-2026 | John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management, outlines an 8,100 S&P 500 target for 2026, remains overweight US equities, selective in fixed income, with modest gold exposure. | CNBC Television | 2026-01-06 07:46:22 |
| Benchmark Financial Wealth Advisors LLC Buys 3,656 Shares of iShares Core S&P 500 ETF $IVV | Benchmark Financial Wealth Advisors LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 51.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,704 shares of the company's stock after buying an additional 3,656 shares during the | Defense World | 2026-01-06 05:56:43 |
| S&P 500 and Nasdaq: Forecast Today—Tech Stocks Eye Rebound After Energy Rally | Dow Jones surged 595 points Monday on Venezuela news. Tuesday's forecast: tech stocks take spotlight as Nvidia and AMD test critical moving averages. | FXEmpire | 2026-01-06 05:37:27 |
| Centennial Wealth Advisory LLC Grows Stock Position in iShares Core S&P 500 ETF $IVV | Centennial Wealth Advisory LLC grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 30,407 shares of the company's stock after acquiring an additional 1,237 shares during the quarter. iShares Core S&P | Defense World | 2026-01-06 05:18:42 |
| iShares Core S&P 500 ETF $IVV Shares Sold by Cynosure Group LLC | Cynosure Group LLC decreased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 11.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,599 shares of the company's stock after selling 5,218 shares during the quarter. iShares Core | Defense World | 2026-01-06 05:18:42 |
| Commonwealth Equity Services LLC Has $1.90 Billion Stock Position in iShares Core S&P 500 ETF $IVV | Commonwealth Equity Services LLC decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,846,025 shares of the company's stock after selling 9,610 shares during the period. iShares | Defense World | 2026-01-06 04:44:42 |
| Cathie Wood Beats S&P 500 in 2025 — This ARK ETF Delivered The Knockout With A 50% Gain | Ark Invest had a 2025 to remember, with ETFs from the Cathie Wood-led financial company outpacing the S&P 500's full-year gains. Here's a look at the gains for the six main Ark Invest ETFs and how they compare to the S&P 500, along with a look at top holdings in the top-performing funds. | Benzinga | 2026-01-05 16:43:41 |
| Micron's stock is an S&P 500 standout by this metric, as memory prices boom | Looking across the S&P 500 at unreported fiscal years, no company is expected to grow revenue faster than Micron. | Market Watch | 2026-01-05 15:48:00 |
| The S&P 500 Bull Run Is 3 Years Old. 2026 Could Bring a New Round of Gains. | By October, the S&P 500 had rallied 98% over the 36 and a half months from its October 2022 lows. | Barrons | 2026-01-05 14:49:00 |
| S&P 500 Snapshot: Index Posts 16.4% Gain in 2025 | The S&P 500 ended 2025 with four consecutive daily losses but still finished the year strong with an annual gain of 16.4%. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating back to 2013. | ETF Trends | 2026-01-05 13:13:44 |
| Experts Expect Muted S&P 500 Returns In 2026 | Wall Street has been in the midst of an AI-inspired tear for more than three years now, with the S&P 500 closing out 2025 with further double-digit gains. But could 2026 be shaping up to become the index's biggest test since the arrival of ChatGPT in November 2022? | Benzinga | 2026-01-05 13:06:17 |
| Dow Jones and S&P 500: US Indices Hit Records as Energy Sector Leads Rally Today | Wall Street rallies to start 2026 with Dow up 707 points. Energy sector leads with 2.63% gain on Venezuela rebuild hopes. | FXEmpire | 2026-01-05 12:26:24 |
| From Bitcoin to Bonds: Examining the 2025 ETF Heavyweights | 2025 proved to be a historic period for the ETF industry, characterized by massive flows and a significant broadening of investor appetite across asset classes. The data reveals a market that remains heavily tilted toward core equity exposures while simultaneously embracing alternative stores of value and fixed-income safety. | ETF Trends | 2026-01-05 12:13:38 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Rally on Monday | US indices look to recover on Monday despite military action over the weekend. | FXEmpire | 2026-01-05 09:07:09 |
| S&P 500: Energy Sector Leads Rally as US Stock Market Absorbs Venezuela News | S&P 500 futures rise as Chevron surges 6%, Exxon gains 2% on Venezuela rebuild hopes. Halliburton and SLB jump 7%. | FXEmpire | 2026-01-05 08:55:08 |
| iShares Core S&P 500 ETF $IVV Shares Bought by Eagle Strategies LLC | Eagle Strategies LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 27.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,102 shares of the company's stock after buying an additional 4,083 | Defense World | 2026-01-05 08:32:43 |
| Davis Capital Management Buys New Stake in iShares Core S&P 500 ETF $IVV | Davis Capital Management purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 867 shares of the company's stock, valued at approximately $580,000. Several other institutional | Defense World | 2026-01-05 07:50:44 |
| iShares Core S&P 500 ETF $IVV Shares Acquired by SigFig Wealth Management LLC | SigFig Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.9% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 66,125 shares of the company's stock after buying an additional 9,095 shares during the | Defense World | 2026-01-05 07:50:43 |
| Fulton Bank N.A. Boosts Stock Position in iShares Core S&P 500 ETF $IVV | Fulton Bank N.A. boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,910 shares of the company's stock after acquiring an additional 6,144 shares during the quarter. | Defense World | 2026-01-05 07:50:43 |
| Global Retirement Partners LLC Has $97.61 Million Stock Holdings in iShares Core S&P 500 ETF $IVV | Global Retirement Partners LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 145,842 shares of the company's stock after purchasing an additional 6,144 | Defense World | 2026-01-05 07:50:43 |
| SC&H Financial Advisors Inc. Has $11.56 Million Position in iShares Core S&P 500 ETF $IVV | SC&H Financial Advisors Inc. lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,269 shares of the company's stock after selling 1,702 shares during the period. iShares | Defense World | 2026-01-05 07:16:43 |
| iShares Core S&P 500 ETF $IVV Stock Holdings Lifted by PDS Planning Inc | PDS Planning Inc boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 150,973 shares of the company's stock after buying an additional 2,418 shares during the quarter. iShares | Defense World | 2026-01-05 05:56:43 |
| A Quick Look At Q4 '25 EPS And Revenue For S&P 500: Tech Sector EPS Grew 30.9% In Q3 '25 | Chevron is thought to be the only US global integrated oil company still operating in Venezuela, at least relative to its original facilities. In 2025, energy sector EPS fell (or is expected to fall -9.2%) with one quarter left to report, i.e., Q4 '25, while in 2026, energy sector EPS is expected to +7.8%. The 7.8% expected 2026 EPS growth rate has come down from 17.7% in early August '25. Tech sector EPS grew +30.9% in Q3 '25, while tech sector revenue growth was +16.8%. S&P 500 as a whole grew EPS +14.9%, while revenue growth was +8.3%, so “technology” basically grew 2x faster than the benchmark metrics in Q3 '25. | Seeking Alpha | 2026-01-05 05:30:00 |
| iShares Core S&P 500 ETF $IVV Position Increased by Armor Investment Advisors LLC | Armor Investment Advisors LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 45.7% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 64,260 shares of the company's stock after buying an additional 20,154 shares | Defense World | 2026-01-05 04:30:43 |
| DYNF: Low Cost Active Factor ETF Now Outperforming The S&P 500 Index | DYNF is an actively managed factor rotation ETF with a 0.26% expense ratio and $31B in assets under management. Factor emphasis is assigned based on the perceived economic regime. Currently, DYNF appears in the "expansion phase" of the economic cycle, where momentum and growth are favored. However, it's not an "all-or-nothing" system. DYNF also slightly emphasizes value right now. I like its current factor mix, and I anticipate solid returns moving forward. However, DYNF's track record is mixed, and through September 2022, it lagged SPY by 3.45% per year. | Seeking Alpha | 2026-01-04 21:44:00 |
| Discipline Wealth Solutions LLC Purchases 891 Shares of iShares Core S&P 500 ETF $IVV | Discipline Wealth Solutions LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,947 shares of the company's stock after purchasing an additional 891 shares during | Defense World | 2026-01-04 04:06:53 |
| iShares Core S&P 500 ETF $IVV Shares Sold by Cascade Financial Partners LLC | Cascade Financial Partners LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,760 shares of the company's stock after selling 1,445 shares during the | Defense World | 2026-01-04 04:06:51 |
| IVV and SPYM Offer Nearly Identical S&P 500 Exposure, But Which One Is Better for Investors? | SPYM and IVV deliver nearly identical S&P 500 exposure, but SPYM is slightly more affordable on fees. IVV is much larger in assets under management, offering greater liquidity for investors. | The Motley Fool | 2026-01-03 20:08:48 |
| S&P 500: Energy Drives Benchmark Higher as US Stocks Hold Key Support Level | S&P 500 rises on first trading day of 2026 as energy sector drives benchmark higher. Key 50-day moving average holds, supporting bullish forecast. | FXEmpire | 2026-01-03 03:51:24 |
| S&P 500 Could Rally for 4 Straight Years. These Are the Odds. | Bears who see a bubble are confronting the argument that earnings growth linked to artificial intelligence could send shares higher | Barrons | 2026-01-02 16:08:00 |
| D.E. Shaw's flagship funds trump market volatility to beat S&P 500 in 2025, source says | Investment firm D.E. Shaw's two flagship funds beat the benchmark S&P 500 index in 2025, a source familiar with the matter told Reuters on Friday, reflecting similar strength seen across hedge fund peers during a year of record volatility. | Reuters | 2026-01-02 13:29:47 |
| The S&P 500 Just Notched a Threepeat. What History Signals for 2026. | All good things come to an end, and history tells us we could be closer to the end of the party than not. | Barrons | 2026-01-02 13:27:00 |
| Experts are bullish on the S&P 500 in 2026: why SPYM beats SPY & VOO ETFs | The S&P 500 Index had a strong performance in 2025 as it jumped by over 16% from January and by ~41% from its lowest point in April when Donald Trump announced his reciprocal tariffs. | Invezz | 2026-01-02 11:13:00 |
| NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Looking to Bounce on Friday | Short-term pullbacks I think, open up the possibility of offering nice buying opportunities in all three major US indices. | FXEmpire | 2026-01-02 10:14:52 |
| Wall Street starts 2026 on firm footing: S&P 500 climbs 0.5%, Nasdaq surges 1% | US stocks rose on Friday, the first trading day of 2026, as technology shares extended their momentum from last year's artificial intelligence-driven rally and investors entered the new year with a broadly constructive outlook. The Dow Jones Industrial Average traded 124 points higher, or 0.3%, while the S&P 500 gained 0.6%. | Invezz | 2026-01-02 09:48:11 |
| GPIX: Defensive Monthly Income To A Choppy S&P 500 | Goldman Sachs S&P 500 Premium Income ETF remains a buy for investors seeking high monthly income with equity exposure. GPIX's dynamic option writing strategy provides tax-efficient 8% yield and resilience in choppy or flat S&P 500 scenarios. While GPIX underperforms SPY in strong bull markets, it offers superior risk-adjusted returns versus debt-focused alternatives. | Seeking Alpha | 2026-01-02 08:00:36 |
| SPYM: S&P 500 Monthly Dashboard For January | The State Street SPDR Portfolio S&P 500 ETF offers low-cost, broad S&P 500 exposure, best suited for long-term investors seeking efficiency. The S&P 500 median company is currently overvalued by 11% versus historical averages, with quality metrics slightly above baseline. Energy leads in both value and quality scores, while materials, industrials, and technology are notably overvalued by 25–30%. | Seeking Alpha | 2026-01-02 07:47:25 |
| The Stock Market Sounds an Alarm as Investors Get Bad News About President Trump's Tariffs. History Says the S&P 500 Will Do This in 2026. | The S&P 500 advanced 16% in 2025, notching double-digit gains for the third straight year. Federal Reserve research suggests President Trump's tariffs will slow economic growth. | The Motley Fool | 2026-01-02 03:45:00 |
| S&P 500 Falls For Fourth Session But Records Gains In 2025: Investor Sentiment Declines, Fear & Greed Index Remains In 'Neutral Zone | The CNN Money Fear and Greed index showed further decline in the overall market sentiment, while the index remained in the “Neutral” zone on Wednesday. | Benzinga | 2026-01-02 02:06:41 |
| VOO: Stay Forward-Compatible With The S&P 500 | I maintain that long-term investors should hold some S&P 500 as a forward-compatible position amid rapid AI advancements and the difficulty of identifying winners and losers. VOO's high P/E and heavy AI concentration present valuation risks, with the dividend yield at a low historical rate of 1.12%. AI will likely drive future earnings, but picking individual winners is challenging; index exposure captures sector shifts. | Seeking Alpha | 2026-01-01 21:45:30 |
| Calamos Wealth Management LLC Has $173.10 Million Stake in iShares Core S&P 500 ETF $IVV | Calamos Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 258,633 shares of the company's stock after purchasing an additional 2,551 shares during the | Defense World | 2026-01-01 05:54:45 |
| SCHX: High Quality, Ultra-Low Expense Ratio, But No Edge Over IVV | The Schwab U.S. Large-Cap ETF™ offers exposure to 750 U.S. large-cap stocks, with a weighted average market cap of around $1.358 trillion. While SCHX looks superior to IWB thanks to its 5x lower ER and outperformance since inception, it does not offer meaningful advantages over IVV. With 15 full calendar years in the books, SCHX has underperformed IVV in 9, delivering a deeper maximum drawdown. | Seeking Alpha | 2025-12-31 22:05:09 |
| Warren Buffett Trails S&P 500 In Final Year As Berkshire CEO — Here's His 25-Year Scorecard | Legendary investor Warren Buffett is officially out as the CEO of Berkshire Hathaway Inc (NYSE: BRK)(NYSE: BRK), ending a multi-decade run leading the conglomerate. After years of outperforming the S&P 500, 2025 was a year to forget for Buffett and marked a miss in his final year leading the company. | Benzinga | 2025-12-31 16:32:08 |
| BALI: Income Returns On S&P 500 Growth | BALI: Income Returns On S&P 500 Growth | Seeking Alpha | 2025-12-31 16:28:30 |
| S&P 500 Gains 17% in 2025 — Did Benzinga Readers Nail The Prediction? | The S&P 500, which is tracked by the SPDR S&P 500 ETF Trust (NYSE: SPY), set several record highs in 2025 and ended the year in positive territory. Here's how Benzinga readers' year‑end prediction stacked up against the final result. | Benzinga | 2025-12-31 15:57:29 |
| Expect a 'jump, slump, and a pump' for S&P 500 in 2026, says Piper Sandler's Craig Johnson | Piper Sandler's Craig Johnson joins 'Power Lunch' to share his market prediction heading into the new year. | CNBC Television | 2025-12-31 14:50:04 |
| 20 stocks in the S&P 500 that gained the most in 2025 | As we near the end of another excellent year for the broad U.S. stock market, it is time to show a list of the best performers in the S&P 500, but also to put the market's gains into some perspective. | Market Watch | 2025-12-31 09:36:00 |
| NASDAQ 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Continue to Bounce Around | Indices continue to see a bit of noise heading into the New Year's celebrations. | FXEmpire | 2025-12-31 08:54:45 |
| Western Digital Ends 2025 as the S&P 500's Best Stock. This Ad-Tech Stock Had a Bleak Year. | Western Digital and other makers of data-storage products came out on top in 2025. | Barrons | 2025-12-31 07:55:00 |
| How a Divided Fed Could Define the S&P 500 in 2026 | Home prices increased, but sales are still projected to rise in 2026, many households could see higher winter heating bills, Trump Media launches five “America First” ETFs, and more news to start your day. | Barrons | 2025-12-31 06:50:00 |
| Farmers & Merchants Investments Inc. Sells 14,374 Shares of iShares Core S&P 500 ETF $IVV | Farmers and Merchants Investments Inc. reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.6% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 379,752 shares of the company's stock after selling 14,374 shares during the | Defense World | 2025-12-31 06:16:44 |
SEC Filings
| Type | Filing Date | Accepted Date | Link |
|---|---|---|---|
| SC 13G/A | 2026-01-08 | 2026-01-08 | View Filing |
| SC 13G/A | 2026-01-08 | 2026-01-08 | View Filing |
| SC 13G | 2026-01-08 | 2026-01-08 | View Filing |
| SC 13G/A | 2026-01-08 | 2026-01-08 | View Filing |
| SC 13G/A | 2026-01-08 | 2026-01-08 | View Filing |
| SC 13G/A | 2026-01-08 | 2026-01-08 | View Filing |
| 497 | 2026-01-07 | 2026-01-07 | View Filing |
| N-CSR | 2026-01-06 | 2026-01-06 | View Filing |
| N-CSRS | 2026-01-06 | 2026-01-06 | View Filing |
| N-CSRS | 2026-01-06 | 2026-01-06 | View Filing |
| N-CSRS | 2026-01-06 | 2026-01-06 | View Filing |
| N-CSR | 2026-01-06 | 2026-01-06 | View Filing |
| N-CSRS | 2026-01-06 | 2026-01-06 | View Filing |
| N-CSR | 2026-01-06 | 2026-01-06 | View Filing |
| 485APOS | 2026-01-02 | 2026-01-02 | View Filing |
| 497 | 2026-01-02 | 2025-12-31 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497K | 2025-12-30 | 2025-12-30 | View Filing |
| 497J | 2025-12-30 | 2025-12-30 | View Filing |
| 497J | 2025-12-30 | 2025-12-30 | View Filing |
| 485BPOS | 2025-12-30 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
| NPORT-P | 2025-12-29 | 2025-12-29 | View Filing |
Algorithm Performance
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| Algorithm | Profit/Loss | Profit Factor | # Trades | Sharpe | Sortino | Efficiency |
|---|