Clark Asset Management
IVW icon

Clark Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clark Asset Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,703
Closed -$234K – 306
2026
Q2 		$234K Buy
+1,703
New +$225K 0.02% 259

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Clark Asset Management's IVW Position: Q3 2026 in Review

Clark Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2026, closing a stake of 1,703 shares — an estimated $234K sold.

Clark Asset Management first reported a position in IVW in Q2 2026 and held it in 1 quarter. The position peaked at $234K in Q2 2026. 1,591 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Clark Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Clark Asset Management sold 1,703 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $234K.
  • Clark Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2026 and held it in 1 quarter.
  • Clark Asset Management's iShares S&P 500 Growth ETF position peaked at $234K in Q2 2026.
  • 1,591 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.