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

Clarity Capital Partners’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
2025 Q2	$1.08M	Sell	1,732 -212	-11%	-$122K	0.38%	34
2025 Q1	$1.09M	Sell	1,944 -32	-2%	-$18.9K	0.44%	38
2024 Q4	$1.16M	Sell	1,976 -51	-3%	-$30.2K	0.6%	37
2024 Q3	$1.17M	Buy	2,027 +99	+5%	+$55K	0.69%	42
2024 Q2	$1.06M	Buy	1,928 +211	+12%	+$111K	0.65%	42
2024 Q1	$903K	Sell	1,717 -190	-10%	-$95.1K	0.59%	44
2023 Q4	$911K	Buy	+1,907	New	+$854K	0.64%	44

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Clarity Capital Partners's IVV Position: Q2 2025 in Review

Clarity Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2025, selling an estimated $122K and leaving 1,732 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #34.

Clarity Capital Partners first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2024. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Clarity Capital Partners held 1,732 shares of iShares Core S&P 500 ETF worth $1.08M as of Q2 2025.
Clarity Capital Partners sold 212 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $122K.
iShares Core S&P 500 ETF made up 0.38% of Clarity Capital Partners's portfolio in Q2 2025, its #34 holding.
Clarity Capital Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's iShares Core S&P 500 ETF position peaked at $1.17M in Q3 2024.
3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.