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iShares S&P 500 Value Index shares owned by Clarendon Private

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clarendon Private from 13F filings

Historical chart of Clarendon Private investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Clarendon Private consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Clarendon Private

Quarter filed Position value Share count Share price at filing
2025-12-31 $445k 2.1k 212.11
2025-09-30 $431k 2.1k 206.47
2025-06-30 $406k 2.1k 195.40
2025-03-31 $395k 2.1k 190.58

More positions owned by Clarendon Private

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Profesionally Managed Portfo Congress Smid Gr (CSMD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Clarendon Private

Top funds holding iShares S&P 500 Value Index

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Cetera Investment Advisers
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BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index