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

Clarity Wealth 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 		$2.79M Sell
3,723
-82
-2% -$59.7K 0.49% 35
2026
Q1 		$2.49M Sell
3,805
-42
-1% -$28.7K 0.51% 35
2025
Q4 		$2.63M Buy
3,847
+602
+19% +$409K 0.54% 35
2025
Q3 		$2.17M Sell
3,245
-8
-0.2% -$5.15K 0.48% 37
2025
Q2 		$2.02M Buy
3,253
+49
+2% +$28.1K 0.5% 36
2025
Q1 		$1.8M Buy
3,204
+31
+1% +$18.3K 0.5% 36
2024
Q4 		$1.87M Buy
3,173
+195
+7% +$115K 0.51% 36
2024
Q3 		$1.72M Buy
2,978
+264
+10% +$147K 0.5% 36
2024
Q2 		$1.49M Sell
2,714
-3
-0.1% -$1.58K 0.48% 37
2024
Q1 		$1.43M Sell
2,717
-2
-0.1% -$1K 0.48% 37
2023
Q4 		$1.3M Buy
2,719
+23
+0.9% +$10.3K 0.49% 37
2023
Q3 		$1.16M Buy
2,696
+313
+13% +$140K 0.53% 34
2023
Q2 		$1.06M Sell
2,383
-14
-0.6% -$5.9K 0.48% 34
2023
Q1 		$985K Buy
2,397
+35
+1% +$14K 0.5% 34
2022
Q4 		$907K Sell
2,362
-30
-1% -$11.6K 0.52% 32
2022
Q3 		$858K Buy
2,392
+3
+0.1% +$1.2K 0.52% 32
2022
Q2 		$905K Buy
2,389
+33
+1% +$13.6K 0.52% 33
2022
Q1 		$1.07M Sell
2,356
-9
-0.4% -$4.03K 0.51% 32
2021
Q4 		$1.13M Sell
2,365
-11
-0.5% -$5.07K 0.52% 33
2021
Q3 		$1.02M Buy
2,376
+460
+24% +$204K 0.5% 35
2021
Q2 		$823K Buy
1,916
+9
+0.5% +$3.77K 0.43% 36
2021
Q1 		$758K Sell
1,907
-29
-1% -$11.2K 0.43% 37
2020
Q4 		$726K Sell
1,936
-66
-3% -$23.5K 0.44% 40
2020
Q3 		$672K Buy
2,002
+78
+4% +$26K 0.48% 39
2020
Q2 		$595K Buy
1,924
+215
+13% +$63.1K 0.47% 42
2020
Q1 		$441K Buy
1,709
+126
+8% +$38.6K 0.46% 39
2019
Q4 		$511K Buy
+1,583
New +$490K 0.43% 37

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 Wealth Advisors's IVV Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, selling an estimated $59.7K and leaving 3,723 shares worth $2.79M. The position accounts for 0.49% of the portfolio, ranked #35.

Clarity Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clarity Wealth Advisors held 3,723 shares of iShares Core S&P 500 ETF worth $2.79M as of Q2 2026.
  • Clarity Wealth Advisors sold 82 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $59.7K.
  • iShares Core S&P 500 ETF made up 0.49% of Clarity Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Clarity Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.