In the third quarter of 2025, Absher Wealth Management LLC initiated a position in the iShares Core S&P 500 ETF by acquiring 1,873 shares at a total cost of approximately $1.25 million. This transaction marks Absher’s first disclosed holding in IVV and underscores the firm’s confidence in broad U.S. large-cap exposure as part of its strategic asset allocation. The purchase was filed with the Securities and Exchange Commission on November 14, 2025.

During the fourth quarter of 2025, Heck Capital Advisors LLC established a substantial new stake in IVV valued at roughly $331.6 million, while Bison Wealth LLC boosted its existing position by 24%, adding 1,511 shares to bring its total to 7,799. In the first quarter of 2026, Flaharty Asset Management LLC and Mattson Financial Services LLC each debuted in IVV with modest stakes of $28,000 and $124,000 respectively. Advisors Capital Management LLC further increased its holding by 15.3%, purchasing an additional 18,743 shares to reach a total position valued at around $79.3 million.

iShares Core S&P 500 ETF represents a cost-efficient vehicle for tracking the Standard & Poor’s 500 Index via a representative sampling approach. With institutional ownership exceeding 70%, the ETF benefits from deep liquidity and broad diversification across the market’s largest names. A price-to-earnings ratio near 25 and a beta of 1.00 indicate alignment with the underlying large-cap index’s risk-return profile, making IVV a core allocation for investors seeking long-term equity market participation without individual stock selection risk.