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Total Clarity Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Total Clarity Wealth Management’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 		$4.15M Buy
5,538
+695
+14% +$506K 0.81% 31
2026
Q1 		$3.16M Buy
4,843
+17
+0.4% +$11.6K 0.74% 39
2025
Q4 		$3.31M Sell
4,826
-310
-6% -$211K 0.8% 35
2025
Q3 		$3.44M Sell
5,136
-331
-6% -$213K 0.91% 30
2025
Q2 		$3.39M Buy
5,467
+675
+14% +$388K 0.97% 30
2025
Q1 		$2.82M Hold
4,792
– – 0.92% 28
2024
Q4 		$2.82M Sell
4,792
-908
-16% -$537K 0.92% 28
2024
Q3 		$3.29M Sell
5,700
-551
-9% -$306K 1.06% 22
2024
Q2 		$3.42M Buy
6,251
+104
+2% +$54.7K 1.19% 18
2024
Q1 		$3.23M Buy
6,147
+1,841
+43% +$921K 1.12% 19
2023
Q4 		$2.06M Sell
4,306
-358
-8% -$160K 0.84% 27
2023
Q3 		$2M Buy
4,664
+339
+8% +$152K 0.96% 23
2023
Q2 		$1.93M Buy
4,325
+44
+1% +$18.5K 0.96% 23
2023
Q1 		$1.76M Buy
4,281
+34
+0.8% +$13.6K 0.96% 24
2022
Q4 		$1.63M Sell
4,247
-69
-2% -$26.6K 0.83% 27
2022
Q3 		$1.55M Sell
4,316
-204
-5% -$81.5K 0.97% 23
2022
Q2 		$1.71M Buy
4,520
+85
+2% +$35K 0.89% 24
2022
Q1 		$2.01M Sell
4,435
-92
-2% -$41.1K 1.1% 21
2021
Q4 		$2.16M Buy
4,527
+161
+4% +$74.2K 0.98% 21
2021
Q3 		$1.88M Sell
4,366
-98
-2% -$43.4K 0.89% 25
2021
Q2 		$1.92M Buy
4,464
+239
+6% +$100K 1.07% 27
2021
Q1 		$1.68M Buy
4,225
+563
+15% +$218K 0.97% 25
2020
Q4 		$1.38M Buy
3,662
+343
+10% +$122K 0.96% 28
2020
Q3 		$1.11M Buy
3,319
+200
+6% +$66.6K 0.97% 29
2020
Q2 		$966K Buy
3,119
+76
+2% +$22.3K 0.89% 32
2020
Q1 		$786K Buy
3,043
+989
+48% +$303K 1.21% 25
2019
Q4 		$664K Buy
+2,054
New +$636K 0.5% 48

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

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

Total Clarity Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $506K and bringing the position to 5,538 shares worth $4.15M. The position accounts for 0.81% of the portfolio, ranked #31.

Total Clarity Wealth Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Total Clarity Wealth Management held 5,538 shares of iShares Core S&P 500 ETF worth $4.15M as of Q2 2026.
  • Total Clarity Wealth Management bought 695 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $506K.
  • iShares Core S&P 500 ETF made up 0.81% of Total Clarity Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Total Clarity Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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