Clear Point Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Clear Point Advisors's IVV Position: Q1 2026 in Review
Clear Point Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 472 shares — an estimated $323K sold.
Clear Point Advisors first reported a position in IVV in Q4 2023 and held it in 9 quarters. The position peaked at $323K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Clear Point Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
- Clear Point Advisors sold 472 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $323K.
- Clear Point Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 9 quarters.
- Clear Point Advisors's iShares Core S&P 500 ETF position peaked at $323K in Q4 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.