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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Clune & Associates's IVV Position: Q2 2026 in Review

Clune & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $32K and bringing the position to 4,178 shares worth $3.13M. The position accounts for 0.47% of the portfolio, ranked #42.

Clune & Associates first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clune & Associates held 4,178 shares of iShares Core S&P 500 ETF worth $3.13M as of Q2 2026.
  • Clune & Associates bought 44 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32K.
  • iShares Core S&P 500 ETF made up 0.47% of Clune & Associates's portfolio in Q2 2026, its #42 holding.
  • Clune & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.