Clifford Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Clifford Group's IVV Position: Q2 2026 in Review
Clifford Group reduced its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, selling an estimated $68.5K and leaving 390 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #63.
Clifford Group first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q1 2026. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Clifford Group held 390 shares of iShares Core S&P 500 ETF worth $292K as of Q2 2026.
- Clifford Group sold 94 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $68.5K.
- iShares Core S&P 500 ETF made up 0.2% of Clifford Group's portfolio in Q2 2026, its #63 holding.
- Clifford Group first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Clifford Group's iShares Core S&P 500 ETF position peaked at $316K in Q1 2026.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.