Clifford Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Clifford Group's IVV Position: Q1 2026 in Review

Clifford Group increased its iShares Core S&P 500 ETF (IVV) stake by 55% in Q1 2026, buying an estimated $117K and bringing the position to 484 shares worth $316K. The position accounts for 0.24% of the portfolio, ranked #56.

Clifford Group first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

• Clifford Group held 484 shares of iShares Core S&P 500 ETF worth $316K as of Q1 2026.
• Clifford Group bought 172 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $117K.
• iShares Core S&P 500 ETF made up 0.24% of Clifford Group's portfolio in Q1 2026, its #56 holding.
• Clifford Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
• 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.