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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.99M Buy
2,659
+2,074
+355% +$1.51M 0.3% 69
2026
Q1
$382K Buy
585
+5
+0.9% +$3.41K 0.06% 122
2025
Q4
$397K Buy
+580
New +$394K 0.09% 99

Other funds holding IVV

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

Clear Trail Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 355% in Q2 2026, buying an estimated $1.51M and bringing the position to 2,659 shares worth $1.99M. The position accounts for 0.3% of the portfolio, ranked #69.

Clear Trail Advisors first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,080 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clear Trail Advisors held 2,659 shares of iShares Core S&P 500 ETF worth $1.99M as of Q2 2026.
  • Clear Trail Advisors bought 2,074 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.51M.
  • iShares Core S&P 500 ETF made up 0.3% of Clear Trail Advisors's portfolio in Q2 2026, its #69 holding.
  • Clear Trail Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,080 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.