CF
IVV icon

Claris Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Claris Financial’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
Q1 		– Sell
-297
Closed -$203K – 183
2025
Q4 		$203K Sell
297
-81
-21% -$55K 0.11% 177
2025
Q3 		$253K Buy
+378
New +$243K 0.14% 137
2025
Q2 		– Sell
-387
Closed -$228K – 148
2025
Q1 		$228K Hold
387
– – 0.15% 146
2024
Q4 		$228K Buy
+387
New +$229K 0.15% 146

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Claris Financial's IVV Position: Q1 2026 in Review

Claris Financial sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 297 shares — an estimated $203K sold.

Claris Financial first reported a position in IVV in Q4 2024 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Claris Financial reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 297 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $203K.
  • Claris Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 4 quarters.
  • Claris Financial's iShares Core S&P 500 ETF position peaked at $253K in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.