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

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.2M Sell
50,970
-9,135
-15% -$6.65M 0.5% 33
2026
Q1 		$39.3M Sell
60,105
-7,263
-11% -$4.96M 0.58% 32
2025
Q4 		$46.1M Sell
67,368
-3,294
-5% -$2.24M 0.7% 30
2025
Q3 		$47.3M Sell
70,662
-3,772
-5% -$2.43M 0.75% 28
2025
Q2 		$46.2M Sell
74,434
-5,899
-7% -$3.39M 0.78% 29
2025
Q1 		$45.1M Sell
80,333
-9,357
-10% -$5.53M 0.84% 26
2024
Q4 		$52.8M Sell
89,690
-571
-0.6% -$338K 1.02% 26
2024
Q3 		$52.1M Sell
90,261
-3,262
-3% -$1.81M 1.2% 25
2024
Q2 		$51.2M Sell
93,523
-5,184
-5% -$2.73M 1.1% 25
2024
Q1 		$51.9M Sell
98,707
-5,691
-5% -$2.85M 1.18% 25
2023
Q4 		$49.9M Sell
104,398
-5,725
-5% -$2.56M 1.24% 24
2023
Q3 		$47.3M Sell
110,123
-3,988
-3% -$1.78M 1.32% 22
2023
Q2 		$50.9M Sell
114,111
-4,676
-4% -$1.97M 1.43% 21
2023
Q1 		$48.8M Sell
118,787
-789
-0.7% -$316K 1.44% 22
2022
Q4 		$45.9M Buy
+119,576
New +$46.1M 1.71% 16
2022
Q3 		– Sell
-122,670
Closed -$46.5M – 121
2022
Q2 		$46.5M Buy
122,670
+4,301
+4% +$1.77M 1.93% 14
2022
Q1 		$53.7M Buy
118,369
+11,307
+11% +$5.06M 1.92% 15
2021
Q4 		$51.1M Buy
107,062
+2,557
+2% +$1.18M 1.86% 17
2021
Q3 		$45M Buy
104,505
+2,554
+3% +$1.13M 1.76% 19
2021
Q2 		$43.8M Buy
101,951
+4,892
+5% +$2.05M 1.8% 17
2021
Q1 		$38.6M Buy
97,059
+7,542
+8% +$2.92M 1.82% 19
2020
Q4 		$33.6M Buy
89,517
+4,697
+6% +$1.67M 1.65% 18
2020
Q3 		$28.5M Buy
84,820
+3,941
+5% +$1.31M 1.61% 19
2020
Q2 		$25M Buy
+80,879
New +$23.7M 1.53% 21
2019
Q4 		$21.4M Buy
66,069
+7,837
+13% +$2.43M 1.7% 17
2019
Q3 		$17.4M Buy
58,232
+11,349
+24% +$3.37M 1.52% 18
2019
Q2 		$13.8M Buy
46,883
+17,088
+57% +$4.95M 1.39% 21
2019
Q1 		$8.48M Sell
29,795
-27
-0.1% -$7.38K 0.93% 25
2018
Q4 		$7.5M Buy
29,822
+10,796
+57% +$2.93M 0.75% 32
2018
Q3 		$5.57M Buy
19,026
+4,252
+29% +$1.22M 0.52% 37
2018
Q2 		$4.03M Buy
14,774
+4,252
+40% +$1.16M 0.39% 45
2018
Q1 		$2.79M Buy
+10,522
New +$2.89M 0.28% 49

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, selling an estimated $6.65M and leaving 50,970 shares worth $38.2M. The position accounts for 0.5% of the portfolio, ranked #33.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IVV in Q1 2018 and has held it in 32 quarters since. The position peaked at $53.7M in Q1 2022. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 50,970 shares of iShares Core S&P 500 ETF worth $38.2M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 9,135 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.65M.
  • iShares Core S&P 500 ETF made up 0.5% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 32 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core S&P 500 ETF position peaked at $53.7M in Q1 2022.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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