Clear Creek Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Clear Creek Financial Management’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	$37.6M	Sell	50,170 -3,512	-7%	-$2.56M	2.42%	4
2026 Q1	$35.1M	Sell	53,682 -2,126	-4%	-$1.45M	2.69%	3
2025 Q4	$38.2M	Sell	55,808 -1,940	-3%	-$1.32M	3.12%	2
2025 Q3	$38.7M	Sell	57,748 -162	-0.3%	-$104K	3.35%	2
2025 Q2	$36M	Buy	57,910 +4,870	+9%	+$2.8M	3.42%	2
2025 Q1	$29.8M	Sell	53,040 -3,648	-6%	-$2.15M	3.09%	4
2024 Q4	$33.4M	Sell	56,688 -12,529	-18%	-$7.42M	3.61%	2
2024 Q3	$39.9M	Sell	69,217 -4,092	-6%	-$2.28M	4.52%	3
2024 Q2	$40.1M	Sell	73,309 -5,660	-7%	-$2.98M	4.86%	3
2024 Q1	$41.5M	Buy	78,969 +3,501	+5%	+$1.75M	5.31%	2
2023 Q4	$36M	Buy	75,468 +19,341	+34%	+$8.66M	5.72%	3
2023 Q3	$24.2M	Buy	56,127 +3,580	+7%	+$1.6M	4.24%	3
2023 Q2	$23.4M	Buy	52,547 +3,733	+8%	+$1.57M	4.06%	4
2023 Q1	$20.1M	Sell	48,814 -256	-0.5%	-$103K	3.81%	4
2022 Q4	$18.9M	Buy	49,070 +7,692	+19%	+$2.97M	4.14%	2
2022 Q3	$14.8M	Buy	41,378 +1,601	+4%	+$639K	3.27%	2
2022 Q2	$15.1M	Buy	39,777 +2,520	+7%	+$1.04M	3.16%	3
2022 Q1	$16.9M	Sell	37,257 -1,785	-5%	-$798K	2.65%	5
2021 Q4	$18.6M	Sell	39,042 -3,259	-8%	-$1.5M	2.8%	5
2021 Q3	$18.2M	Sell	42,301 -3,802	-8%	-$1.68M	2.93%	4
2021 Q2	$19.8M	Buy	46,103 +33,238	+258%	+$13.9M	3.07%	2
2021 Q1	$5.37M	Sell	12,865 -22,744	-64%	-$8.81M	10.78%	1
2020 Q4	$13.4M	Sell	35,609 -193,415	-84%	-$68.8M	2.58%	6
2020 Q3	$77M	Buy	229,024 +200,130	+693%	+$66.6M	3.49%	6
2020 Q2	$8.95M	Buy	28,894 +4,587	+19%	+$1.35M	2.32%	8
2020 Q1	$6.87M	Sell	24,307 -178	-0.7%	-$54.5K	2.61%	9
2019 Q4	$8.06M	Buy	24,485 +9,259	+61%	+$2.87M	3.17%	9
2019 Q3	$4.73M	Sell	15,226 -1,987	-12%	-$591K	2.29%	13
2019 Q2	$5.07M	Buy	+17,213	New	+$4.99M	2.17%	13

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Clear Creek Financial Management's IVV Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.5% in Q2 2026, selling an estimated $2.56M and leaving 50,170 shares worth $37.6M. The position accounts for 2.42% of the portfolio, ranked #4.

Clear Creek Financial Management first reported a position in IVV in Q2 2019 and has held it in 29 quarters since. The position peaked at $77M in Q3 2020. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Clear Creek Financial Management held 50,170 shares of iShares Core S&P 500 ETF worth $37.6M as of Q2 2026.
Clear Creek Financial Management sold 3,512 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.56M.
iShares Core S&P 500 ETF made up 2.42% of Clear Creek Financial Management's portfolio in Q2 2026, its #4 holding.
Clear Creek Financial Management first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
Clear Creek Financial Management's iShares Core S&P 500 ETF position peaked at $77M in Q3 2020.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.