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Clarius Group LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarius Group LLC’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
Q4 		$2.04M Buy
2,980
+2
+0.1% +$1.36K 0.12% 72
2025
Q3 		$1.99M Sell
2,978
-1,006
-25% -$648K 0.12% 75
2025
Q2 		$2.47M Buy
3,984
+1,691
+74% +$971K 0.14% 65
2025
Q1 		$1.29M Buy
2,293
+4
+0.2% +$2.36K 0.08% 116
2024
Q4 		$1.35M Sell
2,289
-129
-5% -$76.4K 0.09% 102
2024
Q3 		$1.4M Buy
2,418
+1
+0% +$556 0.1% 95
2024
Q2 		$1.32M Buy
2,417
+2
+0.1% +$1.05K 0.09% 96
2024
Q1 		$1.27M Sell
2,415
-413
-15% -$207K 0.09% 99
2023
Q4 		$1.35M Buy
2,828
+4
+0.1% +$1.79K 0.11% 100
2023
Q3 		$1.21M Hold
2,824
– – 0.12% 99
2023
Q2 		$1.26M Buy
2,824
+231
+9% +$97.3K 0.1% 114
2023
Q1 		$1.07M Sell
2,593
-66
-2% -$26.5K 0.09% 122
2022
Q4 		$1.02M Buy
2,659
+112
+4% +$43.2K 0.09% 133
2022
Q3 		$914K Sell
2,547
-159
-6% -$63.5K 0.09% 130
2022
Q2 		$1.03M Buy
2,706
+771
+40% +$317K 0.1% 123
2022
Q1 		$923K Hold
1,935
– – 0.07% 149
2021
Q4 		$923K Sell
1,935
-1
-0.1% -$461 0.07% 149
2021
Q3 		$834K Buy
1,936
+580
+43% +$257K 0.07% 142
2021
Q2 		$583K Buy
1,356
+2
+0.1% +$838 0.05% 183
2021
Q1 		$539K Buy
1,354
+6
+0.4% +$2.32K 0.05% 177
2020
Q4 		$506K Buy
1,348
+9
+0.7% +$3.2K 0.05% 176
2020
Q3 		$450K Buy
1,339
+2
+0.1% +$666 0.06% 151
2020
Q2 		$414K Buy
1,337
+302
+29% +$88.7K 0.06% 170
2020
Q1 		$267K Hold
1,035
– – 0.05% 195
2019
Q4 		$341K Hold
1,035
– – 0.05% 181
2019
Q3 		$309K Buy
1,035
+68
+7% +$20.2K 0.06% 185
2019
Q2 		$285K Hold
967
– – 0.06% 180
2019
Q1 		$275K Buy
+967
New +$264K 0.07% 154

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Clarius Group LLC's IVV Position: Q4 2025 in Review

Clarius Group LLC increased its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q4 2025, buying an estimated $1.36K and bringing the position to 2,980 shares worth $2.04M. The position accounts for 0.12% of the portfolio, ranked #72.

Clarius Group LLC first reported a position in IVV in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.47M in Q2 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Clarius Group LLC held 2,980 shares of iShares Core S&P 500 ETF worth $2.04M as of Q4 2025.
  • Clarius Group LLC bought 2 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $1.36K.
  • iShares Core S&P 500 ETF made up 0.12% of Clarius Group LLC's portfolio in Q4 2025, its #72 holding.
  • Clarius Group LLC first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's iShares Core S&P 500 ETF position peaked at $2.47M in Q2 2025.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.