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Clarity Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Clarity Asset Management’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 		– Sell
-585
Closed -$123K – 171
2026
Q1 		$123K Sell
585
-7
-1% -$1.52K 0.06% 88
2025
Q4 		$125K Sell
592
-1
-0.2% -$210 0.07% 54
2025
Q3 		$123K Sell
593
-3
-0.5% -$603 0.07% 53
2025
Q2 		$116K Sell
596
-29
-5% -$5.4K 0.07% 52
2025
Q1 		$119K Sell
625
-3,888
-86% -$752K 0.08% 47
2024
Q4 		$861K Sell
4,513
-153
-3% -$30.3K 0.56% 17
2024
Q3 		$920K Buy
4,666
+34
+0.7% +$6.46K 0.64% 17
2024
Q2 		$843K Buy
4,632
+593
+15% +$108K 0.6% 18
2024
Q1 		$755K Sell
4,039
-5,553
-58% -$987K 0.52% 18
2023
Q4 		$1.67M Buy
+9,592
New +$1.54M 1.32% 13

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Clarity Asset Management's IVE Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2026, closing a stake of 585 shares — an estimated $123K sold.

Clarity Asset Management first reported a position in IVE in Q4 2023 and held it in 10 quarters. The position peaked at $1.67M in Q4 2023. 617 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 585 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $123K.
  • Clarity Asset Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares S&P 500 Value ETF position peaked at $1.67M in Q4 2023.
  • 617 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.