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Clarity Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clarity Asset Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
7,983
-1,609
-17% -$212K 0.54% 32
2026
Q1 		$1.08M Sell
9,592
-5,298
-36% -$637K 0.55% 33
2025
Q4 		$1.84M Buy
14,890
+21
+0.1% +$2.57K 1.01% 16
2025
Q3 		$1.79M Buy
14,869
+851
+6% +$97.9K 1.01% 16
2025
Q2 		$1.54M Sell
14,018
-29
-0.2% -$2.87K 0.92% 16
2025
Q1 		$1.3M Sell
14,047
-983
-7% -$99.1K 0.84% 17
2024
Q4 		$1.53M Sell
15,030
-366
-2% -$36.5K 0.99% 15
2024
Q3 		$1.47M Sell
15,396
-501
-3% -$46.3K 1.02% 14
2024
Q2 		$1.47M Buy
15,897
+1,184
+8% +$102K 1.04% 15
2024
Q1 		$1.24M Buy
14,713
+7,485
+104% +$601K 0.86% 16
2023
Q4 		$543K Buy
+7,228
New +$515K 0.43% 18

Other funds holding IVW

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Clarity Asset Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 17% in Q2 2026, selling an estimated $212K and leaving 7,983 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #32.

Clarity Asset Management first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2025. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Clarity Asset Management held 7,983 shares of iShares S&P 500 Growth ETF worth $1.1M as of Q2 2026.
  • Clarity Asset Management sold 1,609 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $212K.
  • iShares S&P 500 Growth ETF made up 0.54% of Clarity Asset Management's portfolio in Q2 2026, its #32 holding.
  • Clarity Asset Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Clarity Asset Management's iShares S&P 500 Growth ETF position peaked at $1.84M in Q4 2025.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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