CCP
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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
Q2 		$3.09M Sell
4,120
-118
-3% -$85.9K 0.26% 42
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Clarkston Capital Partners's IVV Position: Q2 2026 in Review

Clarkston Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, selling an estimated $85.9K and leaving 4,120 shares worth $3.09M. The position accounts for 0.26% of the portfolio, ranked #42.

Clarkston Capital Partners first reported a position in IVV in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.21M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clarkston Capital Partners held 4,120 shares of iShares Core S&P 500 ETF worth $3.09M as of Q2 2026.
  • Clarkston Capital Partners sold 118 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $85.9K.
  • iShares Core S&P 500 ETF made up 0.26% of Clarkston Capital Partners's portfolio in Q2 2026, its #42 holding.
  • Clarkston Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 27 quarters since.
  • Clarkston Capital Partners's iShares Core S&P 500 ETF position peaked at $4.21M in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarkston Capital Partners's 13F filing for Q2 2026, filed 11 Aug 2026.