Clear Point Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Clear Point 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
2026 Q2	$355K	Buy	+474	New	+$345K	0.31%	68
2026 Q1	–	Sell	-472	Closed	-$323K	–	103
2025 Q4	$323K	Buy	472 +2	+0.4%	+$1.36K	0.25%	99
2025 Q3	$315K	Buy	470 +72	+18%	+$46.4K	0.24%	96
2025 Q2	$247K	Buy	398 +1	+0.3%	+$574	0.21%	102
2025 Q1	$223K	Buy	397 +1	+0.3%	+$591	0.2%	102
2024 Q4	$233K	Buy	396 +1	+0.3%	+$592	0.2%	104
2024 Q3	$228K	Buy	395 +1	+0.3%	+$556	0.18%	104
2024 Q2	$215K	Sell	394 -117	-23%	-$61.5K	0.18%	101
2024 Q1	$269K	Buy	511 +2	+0.4%	+$1K	0.22%	92
2023 Q4	$243K	Buy	+509	New	+$228K	0.21%	90

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

Clear Point Advisors's IVV Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 474 shares worth $355K. The stake represents 0.31% of the portfolio and ranks #68 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in IVV as recently as Q4 2025.

Clear Point Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Clear Point Advisors held 474 shares of iShares Core S&P 500 ETF worth $355K as of Q2 2026.
iShares Core S&P 500 ETF was a new Clear Point Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 0.31% of Clear Point Advisors's portfolio in Q2 2026, its #68 holding.
Clear Point Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.