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Clarity Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarity Capital 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 		$3.59M Buy
4,789
+11
+0.2% +$8.01K 1.5% 17
2026
Q1 		$3.12M Buy
4,778
+11
+0.2% +$7.51K 1.45% 17
2025
Q4 		$3.27M Sell
4,767
-61
-1% -$41.4K 1.63% 17
2025
Q3 		$3.23M Sell
4,828
-69
-1% -$44.4K 1.76% 17
2025
Q2 		$3.04M Buy
4,897
+12
+0.2% +$6.89K 1.77% 17
2025
Q1 		$2.74M Buy
4,885
+13
+0.3% +$7.68K 1.8% 18
2024
Q4 		$2.87M Buy
4,872
+15
+0.3% +$8.88K 1.92% 17
2024
Q3 		$2.8M Sell
4,857
-29
-0.6% -$16.1K 2.01% 17
2024
Q2 		$2.67M Buy
4,886
+13
+0.3% +$6.84K 2.07% 17
2024
Q1 		$2.56M Sell
4,873
-35
-0.7% -$17.5K 2.04% 16
2023
Q4 		$2.34M Buy
+4,908
New +$2.2M 2.03% 17

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

Clarity Capital Advisors's IVV Position: Q2 2026 in Review

Clarity Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q2 2026, buying an estimated $8.01K and bringing the position to 4,789 shares worth $3.59M. The position accounts for 1.5% of the portfolio, ranked #17.

Clarity Capital Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,088 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clarity Capital Advisors held 4,789 shares of iShares Core S&P 500 ETF worth $3.59M as of Q2 2026.
  • Clarity Capital Advisors bought 11 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.01K.
  • iShares Core S&P 500 ETF made up 1.5% of Clarity Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Clarity Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,088 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.