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Clarus Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Clarus Wealth Advisors’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 		$5.63M Buy
24,583
+387
+2% +$86.4K 2.17% 12
2026
Q1 		$5.13M Sell
24,196
-363
-1% -$78.6K 2.19% 11
2025
Q4 		$5.32M Buy
24,559
+59
+0.2% +$12.4K 2.21% 11
2025
Q3 		$5.09M Buy
24,500
+800
+3% +$161K 2.25% 11
2025
Q2 		$4.68M Buy
23,700
+1,223
+5% +$228K 2.16% 12
2025
Q1 		$4.03M Buy
22,477
+2,567
+13% +$497K 2.15% 13
2024
Q4 		$3.77M Buy
19,910
+1,598
+9% +$317K 1.88% 16
2024
Q3 		$3.57M Buy
18,312
+116
+0.6% +$22K 1.82% 16
2024
Q2 		$3.33M Buy
18,196
+947
+5% +$172K 1.77% 16
2024
Q1 		$3.13M Sell
17,249
-91
-0.5% -$16.2K 1.77% 16
2023
Q4 		$2.97M Buy
+17,340
New +$2.79M 1.76% 17
2023
Q2 		$3.73M Buy
23,370
+1,923
+9% +$296K 2.27% 14
2023
Q1 		$3.24M Sell
21,447
-237
-1% -$35.8K 2.04% 14
2022
Q4 		$3.26M Sell
21,684
-2,300
-10% -$328K 2.14% 16
2022
Q3 		$3.13M Sell
23,984
-321
-1% -$45.5K 2.23% 17
2022
Q2 		$3.36M Buy
24,305
+2,468
+11% +$364K 2.37% 16
2022
Q1 		$3.4M Buy
21,837
+85
+0.4% +$13.1K 2.11% 18
2021
Q4 		$3.46M Buy
21,752
+873
+4% +$133K 1.99% 16
2021
Q3 		$3.08M Buy
20,879
+1,190
+6% +$177K 1.9% 17
2021
Q2 		$2.94M Buy
19,689
+3,168
+19% +$467K 1.84% 17
2021
Q1 		$2.38M Buy
16,521
+2,473
+18% +$333K 1.49% 16
2020
Q4 		$1.84M Sell
14,048
-627
-4% -$75.8K 1.23% 19
2020
Q3 		$1.67M Buy
14,675
+3,470
+31% +$393K 1.29% 19
2020
Q2 		$1.21M Buy
11,205
+2,489
+29% +$264K 1.02% 20
2020
Q1 		$808K Sell
8,716
-4,830
-36% -$575K 0.81% 28
2019
Q4 		$1.76M Buy
13,546
+10,247
+311% +$1.28M 1.17% 18
2019
Q3 		$393K Buy
3,299
+252
+8% +$29.6K 0.29% 81
2019
Q2 		$355K Buy
+3,047
New +$349K 0.26% 71

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clarus Wealth Advisors's IVE Position: Q2 2026 in Review

Clarus Wealth Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 1.6% in Q2 2026, buying an estimated $86.4K and bringing the position to 24,583 shares worth $5.63M. The position accounts for 2.17% of the portfolio, ranked #12.

Clarus Wealth Advisors first reported a position in IVE in Q2 2019 and has held it in 28 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Clarus Wealth Advisors held 24,583 shares of iShares S&P 500 Value ETF worth $5.63M as of Q2 2026.
  • Clarus Wealth Advisors bought 387 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $86.4K.
  • iShares S&P 500 Value ETF made up 2.17% of Clarus Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Clarus Wealth Advisors first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.