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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84M Sell
369,816
-48,297
-12% -$10.8M 1.1% 18
2026
Q1 		$88.3M Sell
418,113
-34,565
-8% -$7.48M 1.29% 18
2025
Q4 		$96M Sell
452,678
-26,643
-6% -$5.58M 1.45% 17
2025
Q3 		$99M Sell
479,321
-24,782
-5% -$4.98M 1.56% 15
2025
Q2 		$98.5M Sell
504,103
-53,064
-10% -$9.88M 1.65% 14
2025
Q1 		$106M Sell
557,167
-78,652
-12% -$15.2M 1.98% 13
2024
Q4 		$121M Sell
635,819
-25,527
-4% -$5.06M 2.35% 11
2024
Q3 		$130M Sell
661,346
-4,334
-0.7% -$823K 3.01% 9
2024
Q2 		$121M Sell
665,680
-6,724
-1% -$1.22M 2.6% 9
2024
Q1 		$126M Buy
672,404
+15,873
+2% +$2.82M 2.86% 9
2023
Q4 		$114M Sell
656,531
-1,905
-0.3% -$306K 2.84% 12
2023
Q3 		$101M Sell
658,436
-3,983
-0.6% -$644K 2.83% 14
2023
Q2 		$107M Sell
662,419
-1,948
-0.3% -$300K 2.99% 11
2023
Q1 		$101M Sell
664,367
-19,782
-3% -$2.99M 2.98% 10
2022
Q4 		$99.2M Buy
+684,149
New +$97.7M 3.69% 5
2022
Q3 		– Sell
-679,771
Closed -$93.4M – 120
2022
Q2 		$93.4M Sell
679,771
-8,723
-1% -$1.29M 3.88% 6
2022
Q1 		$107M Sell
688,494
-66,725
-9% -$10.3M 3.83% 5
2021
Q4 		$118M Buy
755,219
+24,586
+3% +$3.74M 4.31% 9
2021
Q3 		$106M Buy
730,633
+11,652
+2% +$1.74M 4.16% 8
2021
Q2 		$106M Buy
718,981
+5,835
+0.8% +$859K 4.35% 8
2021
Q1 		$101M Sell
713,146
-6,104
-0.8% -$822K 4.76% 4
2020
Q4 		$92.1M Sell
719,250
-1,168
-0.2% -$141K 4.52% 6
2020
Q3 		$81M Sell
720,418
-18,212
-2% -$2.06M 4.57% 6
2020
Q2 		$79.9M Buy
+738,630
New +$78.4M 4.87% 5
2019
Q4 		$96.5M Buy
741,747
+51,810
+8% +$6.45M 7.67% 4
2019
Q3 		$82.2M Buy
689,937
+69,900
+11% +$8.2M 7.18% 4
2019
Q2 		$72.3M Buy
620,037
+40,215
+7% +$4.61M 7.25% 5
2019
Q1 		$65.4M Buy
579,822
+42,156
+8% +$4.63M 7.15% 5
2018
Q4 		$54.4M Sell
537,666
-1,554
-0.3% -$170K 5.41% 5
2018
Q3 		$62.5M Buy
539,220
+40,220
+8% +$4.62M 5.82% 5
2018
Q2 		$55M Buy
499,000
+18,461
+4% +$2.05M 5.37% 5
2018
Q1 		$52.5M Buy
480,539
+36,824
+8% +$4.21M 5.25% 5
2017
Q4 		$50.7M Buy
443,715
+20,451
+5% +$2.27M 5.21% 5
2017
Q3 		$45.7M Buy
423,264
+15,131
+4% +$1.6M 4.83% 5
2017
Q2 		$42.8M Buy
408,133
+3,864
+1% +$403K 4.78% 5
2017
Q1 		$42.1M Sell
404,269
-7,207
-2% -$749K 4.71% 5
2016
Q4 		$41.7M Buy
411,476
+17,608
+4% +$1.72M 4.77% 4
2016
Q3 		$37.4M Buy
393,868
+18,741
+5% +$1.78M 4.56% 5
2016
Q2 		$34.8M Buy
375,127
+15,972
+4% +$1.46M 5.04% 4
2016
Q1 		$32.3M Buy
359,155
+90,536
+34% +$7.73M 5.07% 7
2015
Q4 		$23.8M Buy
268,619
+80,934
+43% +$7.24M 3.99% 7
2015
Q3 		$15.8M Buy
187,685
+123,969
+195% +$11.1M 2.96% 8
2015
Q2 		$5.88M Sell
63,716
-8,539
-12% -$806K 1.17% 18
2015
Q1 		$6.69M Sell
72,255
-2,103
-3% -$195K 1.49% 15
2014
Q4 		$6.97M Sell
74,358
-14,701
-17% -$1.35M 1.51% 12
2014
Q3 		$8.02M Sell
89,059
-5,606
-6% -$510K 1.71% 13
2014
Q2 		$8.55M Buy
94,665
+11,548
+14% +$1.02M 1.68% 15
2014
Q1 		$7.22M Buy
83,117
+124
+0.1% +$10.5K 1.6% 16
2013
Q4 		$7.09M Sell
82,993
-1,715
-2% -$141K 1.78% 14
2013
Q3 		$6.63M Buy
84,708
+61,419
+264% +$4.85M 1.8% 14
2013
Q2 		$1.76M Buy
+23,289
New +$1.77M 4.83% 7

Other funds holding IVE

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IVE Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 12% in Q2 2026, selling an estimated $10.8M and leaving 369,816 shares worth $84M. The position accounts for 1.1% of the portfolio, ranked #18.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IVE in Q2 2013 and has held it in 51 quarters since. The position peaked at $130M in Q3 2024. 526 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 369,816 shares of iShares S&P 500 Value ETF worth $84M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 48,297 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $10.8M.
  • iShares S&P 500 Value ETF made up 1.1% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares S&P 500 Value ETF position peaked at $130M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.