Clearwater Capital 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
Q1 | $3.02M | Buy |
4,629
+210
| +5% | +$143K | 0.24% | 45 |
|
|
2025
Q4 | $3.03M | Hold |
4,419
| – | – | 0.25% | 43 |
|
|
2025
Q3 | $2.96M | Sell |
4,419
-8
| -0.2% | -$5.15K | 0.25% | 45 |
|
|
2025
Q2 | $2.75M | Buy |
4,427
+548
| +14% | +$315K | 0.25% | 45 |
|
|
2025
Q1 | $2.18M | Buy |
3,879
+101
| +3% | +$59.6K | 0.21% | 54 |
|
|
2024
Q4 | $2.22M | Sell |
3,778
-153
| -4% | -$90.6K | 0.22% | 54 |
|
|
2024
Q3 | $2.27M | Sell |
3,931
-41
| -1% | -$22.8K | 0.22% | 52 |
|
|
2024
Q2 | $2.17M | Sell |
3,972
-954
| -19% | -$502K | 0.23% | 52 |
|
|
2024
Q1 | $2.59M | Sell |
4,926
-55
| -1% | -$27.5K | 0.28% | 49 |
|
|
2023
Q4 | $2.38M | Sell |
4,981
-26
| -0.5% | -$11.6K | 0.27% | 50 |
|
|
2023
Q3 | $2.15M | Sell |
5,007
-1,279
| -20% | -$572K | 0.26% | 48 |
|
|
2023
Q2 | $2.8M | Sell |
6,286
-693
| -10% | -$292K | 0.33% | 46 |
|
|
2023
Q1 | $2.87M | Sell |
6,979
-398
| -5% | -$160K | 0.35% | 46 |
|
|
2022
Q4 | $2.83M | Buy |
7,377
+1,220
| +20% | +$471K | 0.37% | 47 |
|
|
2022
Q3 | $2.21M | Sell |
6,157
-345
| -5% | -$138K | 0.3% | 54 |
|
|
2022
Q2 | $2.46M | Buy |
6,502
+1,897
| +41% | +$780K | 0.34% | 48 |
|
|
2022
Q1 | $2.09M | Sell |
4,605
-13
| -0.3% | -$5.81K | 0.24% | 56 |
|
|
2021
Q4 | $2.2M | Buy |
4,618
+1
| +0% | +$461 | 0.24% | 58 |
|
|
2021
Q3 | $1.99M | Sell |
4,617
-49
| -1% | -$21.7K | 0.23% | 58 |
|
|
2021
Q2 | $2.01M | Buy |
4,666
+5
| +0.1% | +$2.1K | 0.23% | 56 |
|
|
2021
Q1 | $1.85M | Sell |
4,661
-249
| -5% | -$96.4K | 0.23% | 57 |
|
|
2020
Q4 | $1.84M | Sell |
4,910
-164
| -3% | -$58.4K | 0.24% | 52 |
|
|
2020
Q3 | $1.71M | Buy |
5,074
+73
| +1% | +$24.3K | 0.27% | 49 |
|
|
2020
Q2 | $1.55M | Buy |
5,001
+392
| +9% | +$115K | 0.26% | 54 |
|
|
2020
Q1 | $1.19M | Buy |
4,609
+978
| +27% | +$300K | 0.26% | 57 |
|
|
2019
Q4 | $1.17M | Buy |
3,631
+94
| +3% | +$29.1K | 0.2% | 81 |
|
|
2019
Q3 | $1.06M | Sell |
3,537
-573
| -14% | -$170K | 0.19% | 100 |
|
|
2019
Q2 | $1.21M | Sell |
4,110
-41
| -1% | -$11.9K | 0.22% | 99 |
|
|
2019
Q1 | $1.18M | Sell |
4,151
-137
| -3% | -$37.5K | 0.22% | 107 |
|
|
2018
Q4 | $1.08M | Buy |
4,288
+1,085
| +34% | +$295K | 0.24% | 104 |
|
|
2018
Q3 | $938K | Buy |
3,203
+486
| +18% | +$139K | 0.18% | 108 |
|
|
2018
Q2 | $742K | Buy |
2,717
+61
| +2% | +$16.6K | 0.15% | 113 |
|
|
2018
Q1 | $705K | Hold |
2,656
| – | – | 0.15% | 113 |
|
|
2017
Q4 | $714K | Hold |
2,656
| – | – | 0.16% | 108 |
|
|
2017
Q3 | $679K | Buy |
2,656
+14
| +0.5% | +$3.48K | 0.16% | 109 |
|
|
2017
Q2 | $644K | Sell |
2,642
-14
| -0.5% | -$3.38K | 0.16% | 106 |
|
|
2017
Q1 | $628K | Sell |
2,656
-126
| -5% | -$29.5K | 0.17% | 104 |
|
|
2016
Q4 | $630K | Hold |
2,782
| – | – | 0.22% | 90 |
|
|
2016
Q3 | $601K | Sell |
2,782
-32
| -1% | -$6.96K | 0.21% | 89 |
|
|
2016
Q2 | $593K | Buy |
+2,814
| New | +$587K | 0.22% | 89 |
|
Other funds holding IVV
Clearwater Capital Advisors's IVV Position: Q1 2026 in Review
Clearwater Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q1 2026, buying an estimated $143K and bringing the position to 4,629 shares worth $3.02M. The position accounts for 0.24% of the portfolio, ranked #45.
Clearwater Capital Advisors first reported a position in IVV in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.03M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Clearwater Capital Advisors held 4,629 shares of iShares Core S&P 500 ETF worth $3.02M as of Q1 2026.
- Clearwater Capital Advisors bought 210 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $143K.
- iShares Core S&P 500 ETF made up 0.24% of Clearwater Capital Advisors's portfolio in Q1 2026, its #45 holding.
- Clearwater Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2016 and has held it in 40 quarters since.
- Clearwater Capital Advisors's iShares Core S&P 500 ETF position peaked at $3.03M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.