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

Clarity Retirement & Wealth’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 		$1.99M Sell
2,658
-129
-5% -$93.9K 1.37% 14
2026
Q1 		$1.82M Sell
2,787
-170
-6% -$116K 1.47% 14
2025
Q4 		$2.03M Buy
+2,957
New +$2.01M 1.78% 14

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Clarity Retirement & Wealth's IVV Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q2 2026, selling an estimated $93.9K and leaving 2,658 shares worth $1.99M. The position accounts for 1.37% of the portfolio, ranked #14.

Clarity Retirement & Wealth first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clarity Retirement & Wealth held 2,658 shares of iShares Core S&P 500 ETF worth $1.99M as of Q2 2026.
  • Clarity Retirement & Wealth sold 129 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $93.9K.
  • iShares Core S&P 500 ETF made up 1.37% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #14 holding.
  • Clarity Retirement & Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's iShares Core S&P 500 ETF position peaked at $2.03M in Q4 2025.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.