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

Clarus Wealth Advisors’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
2021 Q4	–	Sell	-470	Closed	-$204K	–	113
2021 Q3	$204K	Sell	470 -15	-3%	-$6.65K	0.13%	98
2021 Q2	$213K	Hold	485	–	–	0.13%	94
2021 Q1	$200K	Buy	+485	New	+$188K	0.13%	125
2019 Q3	–	Sell	-17	Closed	-$5K	–	354
2019 Q2	$5K	Buy	17 +2	+13%	+$580	﹤0.01%	490
2019 Q1	$4K	Sell	15 -348	-96%	-$95.2K	﹤0.01%	603
2018 Q4	$91K	Sell	363 -1,102	-75%	-$299K	0.14%	180
2018 Q3	$429K	Buy	1,465 +838	+134%	+$240K	0.28%	37
2018 Q2	$166K	Buy	+627	New	+$171K	0.13%	138

Other funds holding IVV

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clarus Wealth Advisors's IVV Position: Q4 2021 in Review

Clarus Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2021, closing a stake of 470 shares — an estimated $204K sold.

Clarus Wealth Advisors first reported a position in IVV in Q2 2018 and held it in 8 quarters. The position peaked at $429K in Q3 2018. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Clarus Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 470 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $204K.
Clarus Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and held it in 8 quarters.
Clarus Wealth Advisors's iShares Core S&P 500 ETF position peaked at $429K in Q3 2018.
2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Clarus Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.