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

Clarity Financial’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 		$1.26M Sell
1,686
-64
-4% -$46.6K 0.11% 51
2026
Q1 		$1.14M Buy
1,750
+64
+4% +$43.7K 0.12% 46
2025
Q4 		$1.15M Sell
1,686
-313
-16% -$213K 0.11% 49
2025
Q3 		$1.34M Buy
1,999
+1,269
+174% +$817K 0.13% 49
2025
Q2 		$453K Sell
730
-1
-0.1% -$574 0.05% 70
2025
Q1 		$411K Sell
731
-25
-3% -$14.8K 0.05% 72
2024
Q4 		$445K Buy
756
+26
+4% +$15.4K 0.05% 73
2024
Q3 		$421K Sell
730
-59
-7% -$32.8K 0.05% 93
2024
Q2 		$432K Sell
789
-1,511
-66% -$795K 0.06% 78
2024
Q1 		$1.21M Buy
+2,300
New +$1.15M 0.18% 50

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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Clarity Financial's IVV Position: Q2 2026 in Review

Clarity Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, selling an estimated $46.6K and leaving 1,686 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #51.

Clarity Financial first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clarity Financial held 1,686 shares of iShares Core S&P 500 ETF worth $1.26M as of Q2 2026.
  • Clarity Financial sold 64 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $46.6K.
  • iShares Core S&P 500 ETF made up 0.11% of Clarity Financial's portfolio in Q2 2026, its #51 holding.
  • Clarity Financial first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Clarity Financial's iShares Core S&P 500 ETF position peaked at $1.34M in Q3 2025.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.