Clarus Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarus 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	$244K	Buy	326 +1	+0.3%	+$728	0.08%	104
2026 Q1	$213K	Hold	325	–	–	0.08%	102
2025 Q4	$223K	Buy	+325	New	+$221K	0.08%	98
2022 Q4	–	Sell	-1,215	Closed	-$436K	–	94
2022 Q3	$436K	Sell	1,215 -142	-10%	-$56.7K	0.4%	39
2022 Q2	$515K	Buy	1,357 +14	+1%	+$5.76K	0.43%	37
2022 Q1	$610K	Buy	1,343 +90	+7%	+$40.3K	0.42%	36
2021 Q4	$573K	Hold	1,253	–	–	0.39%	37
2021 Q3	$540K	Sell	1,253 -98	-7%	-$43.4K	0.37%	39
2021 Q2	$591K	Sell	1,351 -67	-5%	-$28.1K	0.44%	33
2021 Q1	$579K	Buy	1,418 +237	+20%	+$91.8K	0.48%	31
2020 Q4	$465K	Buy	+1,181	New	+$420K	0.4%	43

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

Clarus Group's IVV Position: Q2 2026 in Review

Clarus Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.31% in Q2 2026, buying an estimated $728 and bringing the position to 326 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #104.

Clarus Group first reported a position in IVV in Q4 2020 and has held it in 11 quarters since. The position peaked at $610K in Q1 2022. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Clarus Group held 326 shares of iShares Core S&P 500 ETF worth $244K as of Q2 2026.
Clarus Group bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.08% of Clarus Group's portfolio in Q2 2026, its #104 holding.
Clarus Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
Clarus Group's iShares Core S&P 500 ETF position peaked at $610K in Q1 2022.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.