CA
IVV icon

Clune & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Clune & Associates’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
2026
Q3 		$3.28M Buy
4,281
+103
+2% +$78.6K 0.5% 44
2026
Q2 		$3.13M Buy
4,178
+44
+1% +$32K 0.47% 42
2026
Q1 		$2.7M Buy
4,134
+1,550
+60% +$1.06M 0.51% 51
2025
Q4 		$1.77M Sell
2,584
-66
-2% -$44.8K 0.38% 66
2025
Q3 		$1.77M Buy
2,650
+12
+0.5% +$7.73K 0.44% 59
2025
Q2 		$1.64M Buy
2,638
+513
+24% +$295K 0.45% 59
2025
Q1 		$1.19M Sell
2,125
-35
-2% -$20.7K 0.37% 68
2024
Q4 		$1.27M Buy
+2,160
New +$1.28M 0.42% 63

Other funds holding IVV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Clune & Associates's IVV Position: Q3 2026 in Review

Clune & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q3 2026, buying an estimated $78.6K and bringing the position to 4,281 shares worth $3.28M. The position accounts for 0.5% of the portfolio, ranked #44.

Clune & Associates first reported a position in IVV in Q4 2024 and has held it in 8 quarters since. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Clune & Associates held 4,281 shares of iShares Core S&P 500 ETF worth $3.28M as of Q3 2026.
  • Clune & Associates bought 103 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $78.6K.
  • iShares Core S&P 500 ETF made up 0.5% of Clune & Associates's portfolio in Q3 2026, its #44 holding.
  • Clune & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.