Clarity Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clarity Capital Advisors’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	$316K	Hold	2,296	–	–	0.13%	88
2026 Q1	$260K	Sell	2,296 -70	-3%	-$8.42K	0.12%	88
2025 Q4	$292K	Hold	2,366	–	–	0.15%	83
2025 Q3	$286K	Sell	2,366 -964	-29%	-$111K	0.16%	78
2025 Q2	$367K	Hold	3,330	–	–	0.21%	65
2025 Q1	$309K	Sell	3,330 -135	-4%	-$13.6K	0.2%	68
2024 Q4	$352K	Hold	3,465	–	–	0.24%	58
2024 Q3	$332K	Sell	3,465 -417	-11%	-$38.5K	0.24%	61
2024 Q2	$359K	Buy	3,882 +3	+0.1%	+$259	0.28%	58
2024 Q1	$328K	Buy	3,879 +4	+0.1%	+$321	0.26%	60
2023 Q4	$291K	Buy	+3,875	New	+$276K	0.25%	62

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Clarity Capital Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 2,296 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #88.

Clarity Capital Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $367K in Q2 2025. 1,090 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Clarity Capital Advisors held 2,296 shares of iShares S&P 500 Growth ETF worth $316K as of Q2 2026.
Clarity Capital Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.13% of Clarity Capital Advisors's portfolio in Q2 2026, its #88 holding.
Clarity Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Clarity Capital Advisors's iShares S&P 500 Growth ETF position peaked at $367K in Q2 2025.
1,090 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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