Clear Creek Financial Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Clear Creek Financial Management’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 Q1	$3.26M	Buy	15,455 +2,657	+21%	+$575K	0.25%	91
2025 Q4	$2.71M	Buy	12,798 +762	+6%	+$160K	0.22%	103
2025 Q3	$2.49M	Buy	12,036 +112	+0.9%	+$22.5K	0.22%	108
2025 Q2	$2.33M	Buy	11,924 +1,611	+16%	+$300K	0.22%	105
2025 Q1	$1.97M	Sell	10,313 -72,513	-88%	-$14M	0.2%	105
2024 Q4	$15.8M	Buy	82,826 +75,948	+1,104%	+$15.1M	1.71%	9
2024 Q3	$1.36M	Sell	6,878 -16	-0.2%	-$3.04K	0.15%	129
2024 Q2	$1.25M	Sell	6,894 -75,882	-92%	-$13.8M	0.15%	127
2024 Q1	$15.5M	Buy	82,776 +6,938	+9%	+$1.23M	1.98%	7
2023 Q4	$13.2M	Buy	75,838 +57,413	+312%	+$9.23M	2.09%	8
2023 Q3	$2.83M	Sell	18,425 -38,011	-67%	-$6.14M	0.5%	45
2023 Q2	$9.1M	Buy	56,436 +47,838	+556%	+$7.36M	1.58%	16
2023 Q1	$1.3M	Sell	8,598 -77,396	-90%	-$11.7M	0.25%	80
2022 Q4	$12.5M	Buy	85,994 +83,509	+3,361%	+$11.9M	2.74%	7
2022 Q3	$319K	Sell	2,485 -84,499	-97%	-$12M	0.07%	186
2022 Q2	$12M	Buy	+86,984	New	+$12.8M	2.5%	6
2020 Q4	–	Sell	-192,114	Closed	-$21.6M	–	316
2020 Q3	$21.6M	Buy	+192,114	New	+$21.8M	0.98%	24

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Creek Financial Management's IVE Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares S&P 500 Value ETF (IVE) stake by 21% in Q1 2026, buying an estimated $575K and bringing the position to 15,455 shares worth $3.26M. The position accounts for 0.25% of the portfolio, ranked #91.

Clear Creek Financial Management first reported a position in IVE in Q3 2020 and has held it in 17 quarters since. The position peaked at $21.6M in Q3 2020. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Clear Creek Financial Management held 15,455 shares of iShares S&P 500 Value ETF worth $3.26M as of Q1 2026.
Clear Creek Financial Management bought 2,657 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $575K.
iShares S&P 500 Value ETF made up 0.25% of Clear Creek Financial Management's portfolio in Q1 2026, its #91 holding.
Clear Creek Financial Management first reported a position in iShares S&P 500 Value ETF in Q3 2020 and has held it in 17 quarters since.
Clear Creek Financial Management's iShares S&P 500 Value ETF position peaked at $21.6M in Q3 2020.
1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.