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Clark Capital Management Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Clark Capital Management Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,321
Closed -$280K – 532
2025
Q4 		$280K Buy
1,321
+297
+29% +$62.2K ﹤0.01% 441
2025
Q3 		$211K Buy
+1,024
New +$206K ﹤0.01% 434
2025
Q2 		– Sell
-1,179
Closed -$225K – 443
2025
Q1 		$225K Hold
1,179
– – ﹤0.01% 405
2024
Q4 		$225K Sell
1,179
-462
-28% -$91.6K ﹤0.01% 400
2024
Q3 		$324K Sell
1,641
-2
-0.1% -$380 ﹤0.01% 358
2024
Q2 		$299K Buy
1,643
+126
+8% +$22.9K ﹤0.01% 350
2024
Q1 		$283K Buy
1,517
+88
+6% +$15.6K ﹤0.01% 357
2023
Q4 		$248K Hold
1,429
– – ﹤0.01% 354
2023
Q3 		$220K Buy
+1,429
New +$231K ﹤0.01% 321
2017
Q1 		– Sell
-27,994
Closed -$2.84M – 291
2016
Q4 		$2.84M Buy
27,994
+14,720
+111% +$1.44M 0.15% 135
2016
Q3 		$1.26M Sell
13,274
-91,849
-87% -$8.74M 0.07% 203
2016
Q2 		$9.77M Sell
105,123
-99,604
-49% -$9.12M 0.63% 53
2016
Q1 		$18.4M Buy
+204,727
New +$17.5M 1.43% 8

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clark Capital Management Group's IVE Position: Q1 2026 in Review

Clark Capital Management Group sold out of iShares S&P 500 Value ETF (IVE) in Q1 2026, closing a stake of 1,321 shares — an estimated $280K sold.

Clark Capital Management Group first reported a position in IVE in Q1 2016 and held it in 13 quarters. The position peaked at $18.4M in Q1 2016. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Clark Capital Management Group reported no remaining iShares S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Clark Capital Management Group sold 1,321 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $280K.
  • Clark Capital Management Group first reported a position in iShares S&P 500 Value ETF in Q1 2016 and held it in 13 quarters.
  • Clark Capital Management Group's iShares S&P 500 Value ETF position peaked at $18.4M in Q1 2016.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.