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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
Q2 		$234K Buy
+1,703
New +$225K 0.02% 259

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Clark Asset Management's IVW Position: Q2 2026 in Review

Clark Asset Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,703 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings.

391 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Clark Asset Management held 1,703 shares of iShares S&P 500 Growth ETF worth $234K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Clark Asset Management position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #259 holding.
  • 391 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.