Wells Financial Advisors INC Has $1.12 Million Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Wells Financial Advisors INC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,899 shares of the company’s stock after selling 138 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.5% of Wells Financial Advisors INC’s portfolio, making the stock its 19th largest position. Wells Financial Advisors INC’s holdings in iShares Core S&P 500 ETF were worth $1,118,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. SYM FINANCIAL Corp acquired a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $30,000. Murphy & Mullick Capital Management Corp bought a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at about $30,000. Modus Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $32,000. Ulland Investment Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $32,000. Finally, Sellwood Investment Partners LLC bought a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $32,000.

iShares Core S&P 500 ETF Trading Up 0.2 %

iShares Core S&P 500 ETF stock opened at $577.96 on Wednesday. The company has a market cap of $556.58 billion, a PE ratio of 24.98 and a beta of 1.01. iShares Core S&P 500 ETF has a 1 year low of $496.30 and a 1 year high of $616.22. The company’s 50-day moving average is $593.32 and its two-hundred day moving average is $589.66.

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.