Clark Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Clark Wealth Partners’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 Q2	$128K	Hold	565	–	–	0.07%	68
2026 Q1	$119K	Sell	565 -47	-8%	-$10.2K	0.08%	65
2025 Q4	$130K	Hold	612	–	–	0.08%	67
2025 Q3	$130K	Buy	612 +300	+96%	+$60.3K	0.08%	67
2025 Q2	$61K	Sell	312 -404	-56%	-$75.3K	0.04%	76
2025 Q1	$136K	Buy	+716	New	+$139K	0.1%	52

Other funds holding IVE

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clark Wealth Partners's IVE Position: Q2 2026 in Review

Clark Wealth Partners held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 565 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #68.

Clark Wealth Partners first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $136K in Q1 2025. 1,706 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Clark Wealth Partners held 565 shares of iShares S&P 500 Value ETF worth $128K as of Q2 2026.
Clark Wealth Partners left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.07% of Clark Wealth Partners's portfolio in Q2 2026, its #68 holding.
Clark Wealth Partners first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Clark Wealth Partners's iShares S&P 500 Value ETF position peaked at $136K in Q1 2025.
1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.