Clarkston Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarkston Capital 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 Q1	$2.77M	Sell	4,238 -1,907	-31%	-$1.3M	0.21%	51
2025 Q4	$4.21M	Buy	6,145 +95	+2%	+$64.5K	0.1%	84
2025 Q3	$4.05M	Buy	6,050 +31	+0.5%	+$20K	0.09%	78
2025 Q2	$3.74M	Sell	6,019 -36	-0.6%	-$20.7K	0.08%	75
2025 Q1	$3.4M	Hold	6,055	–	–	0.07%	70
2024 Q4	$3.56M	Sell	6,055 -500	-8%	-$296K	0.07%	66
2024 Q3	$3.78M	Hold	6,555	–	–	0.07%	62
2024 Q2	$3.59M	Sell	6,555 -102	-2%	-$53.6K	0.07%	63
2024 Q1	$3.5M	Sell	6,657 -1,505	-18%	-$753K	0.06%	63
2023 Q4	$3.9M	Buy	8,162 +2,015	+33%	+$902K	0.07%	57
2023 Q3	$2.64M	Buy	6,147 +185	+3%	+$82.8K	0.05%	62
2023 Q2	$2.66M	Hold	5,962	–	–	0.05%	63
2023 Q1	$2.45M	Sell	5,962 -114	-2%	-$45.7K	0.05%	65
2022 Q4	$2.33M	Buy	6,076 +3,095	+104%	+$1.19M	0.04%	66
2022 Q3	$1.07M	Sell	2,981 -2,585	-46%	-$1.03M	0.02%	91
2022 Q2	$2.11M	Buy	5,566 +799	+17%	+$329K	0.04%	68
2022 Q1	$2.16M	Buy	4,767 +612	+15%	+$274K	0.04%	71
2021 Q4	$1.98M	Buy	4,155 +630	+18%	+$290K	0.03%	66
2021 Q3	$1.52M	Buy	3,525 +2,783	+375%	+$1.23M	0.03%	69
2021 Q2	$319K	Sell	742 -395	-35%	-$165K	0.01%	123
2021 Q1	$452K	Buy	1,137 +944	+489%	+$365K	0.01%	106
2020 Q4	$72K	Hold	193	–	–	﹤0.01%	122
2020 Q3	$65K	Hold	193	–	–	﹤0.01%	110
2020 Q2	$60K	Buy	+193	New	+$56.7K	﹤0.01%	103
2020 Q1	–	Sell	-193	Closed	-$62K	–	113
2019 Q4	$62K	Buy	+193	New	+$59.7K	﹤0.01%	106
2019 Q2	–	Sell	-706	Closed	-$201K	–	103
2019 Q1	$201K	Buy	+706	New	+$193K	0.01%	96

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Clarkston Capital Partners's IVV Position: Q1 2026 in Review

Clarkston Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 31% in Q1 2026, selling an estimated $1.3M and leaving 4,238 shares worth $2.77M. The position accounts for 0.21% of the portfolio, ranked #51.

Clarkston Capital Partners first reported a position in IVV in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.21M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Clarkston Capital Partners held 4,238 shares of iShares Core S&P 500 ETF worth $2.77M as of Q1 2026.
Clarkston Capital Partners sold 1,907 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.3M.
iShares Core S&P 500 ETF made up 0.21% of Clarkston Capital Partners's portfolio in Q1 2026, its #51 holding.
Clarkston Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 26 quarters since.
Clarkston Capital Partners's iShares Core S&P 500 ETF position peaked at $4.21M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.