Clarity Retirement & Wealth »

iShares S&P 500 Index shares owned by Clarity Retirement & Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clarity Retirement & Wealth from 13F filings

Historical chart of Clarity Retirement & Wealth investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Clarity Retirement & Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Clarity Retirement & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 2.8k 653.21

More positions owned by Clarity Retirement & Wealth

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)
Ishares Tr Hdg Msci Eafe (HEFA)
T Rowe Price Etf Floating Rate (TFLR)
Fidelity Covington Trust Fundamental Smal (FFSM)
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Clarity Retirement & Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index