Total Clarity Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Total Clarity Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$681K	Buy	+2,998	New	+$670K	0.13%	169
2026 Q1	–	Sell	-1,026	Closed	-$218K	–	328
2025 Q4	$218K	Hold	1,026	–	–	0.05%	278
2025 Q3	$212K	Sell	1,026 -18	-2%	-$3.62K	0.06%	267
2025 Q2	$204K	Buy	+1,044	New	+$194K	0.06%	273
2024 Q4	–	Sell	-1,044	Closed	-$206K	–	283
2024 Q3	$206K	Buy	+1,044	New	+$198K	0.07%	242
2024 Q2	–	Sell	-1,245	Closed	-$233K	–	273
2024 Q1	$233K	Buy	+1,245	New	+$221K	0.08%	236
2022 Q3	–	Sell	-742	Closed	-$102K	–	602
2022 Q2	$102K	Buy	+742	New	+$110K	0.05%	315
2022 Q1	–	Sell	-613	Closed	-$96K	–	559
2021 Q4	$96K	Buy	613 +156	+34%	+$23.7K	0.04%	321
2021 Q3	$66K	Buy	+457	New	+$68.1K	0.03%	364

Other funds holding IVE

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Clarity Wealth Management's IVE Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 2,998 shares worth $681K. The stake represents 0.13% of the portfolio and ranks #169 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in IVE as recently as Q4 2025.

Total Clarity Wealth Management first reported a position in IVE in Q3 2021 and has held it in 9 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Total Clarity Wealth Management held 2,998 shares of iShares S&P 500 Value ETF worth $681K as of Q2 2026.
iShares S&P 500 Value ETF was a new Total Clarity Wealth Management position in Q2 2026.
iShares S&P 500 Value ETF made up 0.13% of Total Clarity Wealth Management's portfolio in Q2 2026, its #169 holding.
Total Clarity Wealth Management first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 9 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.