Maxwell Wealth Strategies Inc. Has $24.24 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Maxwell Wealth Strategies Inc. lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 41,837 shares of the company’s stock after purchasing an additional 6,321 shares during the quarter. iShares Core S&P 500 ETF comprises about 10.4% of Maxwell Wealth Strategies Inc.’s investment portfolio, making the stock its biggest position. Maxwell Wealth Strategies Inc.’s holdings in iShares Core S&P 500 ETF were worth $24,244,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. 1620 Investment Advisors Inc. purchased a new stake in iShares Core S&P 500 ETF during the second quarter valued at $36,000. Kennebec Savings Bank purchased a new stake in shares of iShares Core S&P 500 ETF during the 3rd quarter valued at about $40,000. Covestor Ltd lifted its holdings in shares of iShares Core S&P 500 ETF by 321.1% in the 1st quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after acquiring an additional 61 shares during the last quarter. LRI Investments LLC bought a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at about $55,000. Finally, Proffitt & Goodson Inc. grew its position in iShares Core S&P 500 ETF by 21.2% in the second quarter. Proffitt & Goodson Inc. now owns 103 shares of the company’s stock worth $56,000 after acquiring an additional 18 shares in the last quarter.

iShares Core S&P 500 ETF Price Performance

Shares of IVV stock opened at $588.66 on Friday. The company has a market cap of $507.95 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $450.19 and a 1 year high of $603.09. The stock’s 50 day simple moving average is $578.55 and its two-hundred day simple moving average is $555.55.

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.