McClarren Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

McClarren Financial Advisors’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	$1.61M	Buy	2,150 +84	+4%	+$61.2K	0.83%	22
2026 Q1	$1.35M	Sell	2,066 -8,932	-81%	-$6.1M	0.8%	22
2025 Q4	$1.41M	Buy	10,998 +8,317	+310%	+$5.65M	0.84%	22
2025 Q3	$1.38M	Buy	2,681 +536	+25%	+$345K	0.84%	22
2025 Q2	$1.33M	Sell	2,145 -1,062	-33%	-$610K	0.87%	22
2025 Q1	$1.26M	Buy	+3,207	New	+$1.89M	0.83%	21
2024 Q4	–	Sell	-3,421	Closed	-$46K	–	257
2024 Q3	$46K	Sell	3,421 -9,165	-73%	-$5.1M	0.01%	123
2024 Q2	$1.55M	Buy	12,586 +9,323	+286%	+$4.9M	1.08%	18
2024 Q1	$1.72M	Sell	3,263 -14	-0.4%	-$7K	1.23%	15
2023 Q4	$1.56M	Buy	3,277 +232	+8%	+$104K	1.19%	15
2023 Q3	$1.3M	Sell	3,045 -136	-4%	-$60.8K	1.14%	18
2023 Q2	$1.42M	Sell	3,181 -712	-18%	-$300K	1.17%	18
2023 Q1	$1.59M	Sell	3,893 -1,012	-21%	-$406K	1.45%	13
2022 Q4	$1.88M	Sell	4,905 -380	-7%	-$147K	1.79%	13
2022 Q3	$1.9M	Buy	5,285 +3,647	+223%	+$1.46M	1.89%	13
2022 Q2	$620K	Sell	1,638 -3,651	-69%	-$1.5M	1.99%	16
2022 Q1	$2.4M	Sell	5,289 -2	-0%	-$894	1.74%	13
2021 Q4	$2.52M	Sell	5,291 -59	-1%	-$27.2K	1.72%	13
2021 Q3	$2.3M	Sell	5,350 -676	-11%	-$300K	1.8%	11
2021 Q2	$2.59M	Sell	6,026 -1,002	-14%	-$420K	2.1%	10
2021 Q1	$2.8M	Sell	7,028 -7	-0.1%	-$2.71K	2.5%	9
2020 Q4	$2.64M	Buy	+7,035	New	+$2.5M	2.54%	9

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

McClarren Financial Advisors's IVV Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q2 2026, buying an estimated $61.2K and bringing the position to 2,150 shares worth $1.61M. The position accounts for 0.83% of the portfolio, ranked #22.

McClarren Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.8M in Q1 2021. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

McClarren Financial Advisors held 2,150 shares of iShares Core S&P 500 ETF worth $1.61M as of Q2 2026.
McClarren Financial Advisors bought 84 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $61.2K.
iShares Core S&P 500 ETF made up 0.83% of McClarren Financial Advisors's portfolio in Q2 2026, its #22 holding.
McClarren Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
McClarren Financial Advisors's iShares Core S&P 500 ETF position peaked at $2.8M in Q1 2021.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.