Clark Financial Services Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Clark Financial Services Group’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	$508K	Hold	678	–	–	0.24%	58
2026 Q1	$443K	Sell	678 -42	-6%	-$28.7K	0.24%	60
2025 Q4	$497K	Buy	720 +27	+4%	+$18.3K	0.26%	59
2025 Q3	$464K	Buy	693 +2	+0.3%	+$1.29K	0.25%	62
2025 Q2	$429K	Buy	691 +4	+0.6%	+$2.3K	0.26%	53
2025 Q1	$386K	Sell	687 -264	-28%	-$156K	0.27%	49
2024 Q4	$560K	Hold	951	–	–	0.43%	28
2024 Q3	$549K	Buy	951 +534	+128%	+$297K	0.5%	18
2024 Q2	$228K	Hold	417	–	–	0.24%	55
2024 Q1	$219K	Buy	+417	New	+$209K	0.26%	55

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Clark Financial Services Group's IVV Position: Q2 2026 in Review

Clark Financial Services Group held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 678 shares worth $508K. The position accounts for 0.24% of the portfolio, ranked #58.

Clark Financial Services Group first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $560K in Q4 2024. 4,077 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Clark Financial Services Group held 678 shares of iShares Core S&P 500 ETF worth $508K as of Q2 2026.
Clark Financial Services Group left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of Clark Financial Services Group's portfolio in Q2 2026, its #58 holding.
Clark Financial Services Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Clark Financial Services Group's iShares Core S&P 500 ETF position peaked at $560K in Q4 2024.
4,077 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.