Clark Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Clark Wealth Partners’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	$293K	Buy	391 +2	+0.5%	+$1.46K	0.17%	53
2026 Q1	$254K	Buy	389 +4	+1%	+$2.73K	0.17%	49
2025 Q4	$264K	Hold	385	–	–	0.16%	50
2025 Q3	$264K	Buy	385 +88	+30%	+$56.7K	0.16%	50
2025 Q2	$184K	Sell	297 -369	-55%	-$212K	0.12%	44
2025 Q1	$374K	Buy	+666	New	+$393K	0.28%	37

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Clark Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.51% in Q2 2026, buying an estimated $1.46K and bringing the position to 391 shares worth $293K. The position accounts for 0.17% of the portfolio, ranked #53.

Clark Wealth Partners first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $374K in Q1 2025. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Clark Wealth Partners held 391 shares of iShares Core S&P 500 ETF worth $293K as of Q2 2026.
Clark Wealth Partners bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.17% of Clark Wealth Partners's portfolio in Q2 2026, its #53 holding.
Clark Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Clark Wealth Partners's iShares Core S&P 500 ETF position peaked at $374K in Q1 2025.
3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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