Clearview Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Clearview Wealth 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
2025 Q4	$784K	Sell	1,145 -1	-0.1%	-$679	0.5%	44
2025 Q3	$767K	Sell	1,146 -52	-4%	-$33.5K	0.49%	44
2025 Q2	$744K	Sell	1,198 -172	-13%	-$98.8K	0.52%	41
2025 Q1	$770K	Buy	1,370 +1	+0.1%	+$591	0.58%	36
2024 Q4	$806K	Sell	1,369 -48	-3%	-$28.4K	0.61%	38
2024 Q3	$817K	Buy	1,417 +2	+0.1%	+$1.11K	0.63%	34
2024 Q2	$774K	Sell	1,415 -5	-0.4%	-$2.63K	0.68%	34
2024 Q1	$747K	Sell	1,420 -218	-13%	-$109K	0.76%	31
2023 Q4	$782K	Buy	1,638 +2	+0.1%	+$895	0.91%	38
2023 Q3	$702K	Sell	1,636 -49	-3%	-$21.9K	0.87%	41
2023 Q2	$751K	Sell	1,685 -83	-5%	-$35K	0.76%	38
2023 Q1	$727K	Buy	1,768 +3	+0.2%	+$1.2K	0.74%	40
2022 Q4	$678K	Buy	1,765 +1	+0.1%	+$386	0.52%	48
2022 Q3	$633K	Sell	1,764 -10	-0.6%	-$3.99K	0.5%	37
2022 Q2	$673K	Sell	1,774 -94	-5%	-$38.7K	0.5%	37
2022 Q1	$848K	Buy	1,868 +161	+9%	+$72K	0.56%	31
2021 Q4	$814K	Sell	1,707 -17	-1%	-$7.83K	0.5%	47
2021 Q3	$743K	Buy	1,724 +3	+0.2%	+$1.33K	0.47%	48
2021 Q2	$740K	Sell	1,721 -1,438	-46%	-$602K	0.46%	48
2021 Q1	$1.26M	Buy	3,159 +430	+16%	+$166K	0.82%	28
2020 Q4	$1.02M	Buy	+2,729	New	+$971K	0.69%	34

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clearview Wealth Advisors's IVV Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.09% in Q4 2025, selling an estimated $679 and leaving 1,145 shares worth $784K. The position accounts for 0.5% of the portfolio, ranked #44.

Clearview Wealth Advisors first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.26M in Q1 2021. 4,015 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Clearview Wealth Advisors held 1,145 shares of iShares Core S&P 500 ETF worth $784K as of Q4 2025.
Clearview Wealth Advisors sold 1 iShares Core S&P 500 ETF share in Q4 2025, an estimated $679.
iShares Core S&P 500 ETF made up 0.5% of Clearview Wealth Advisors's portfolio in Q4 2025, its #44 holding.
Clearview Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.26M in Q1 2021.
4,015 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.