iShares S&P 500 Value Index shares owned by Clarity Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clarity Asset Management
from 13F filings
Historical chart of Clarity Asset Management 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 Clarity Asset Management 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 Clarity Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123k | 593 | 206.62 |
| 2025-06-30 | $116k | 596 | 195.33 |
| 2025-03-31 | $119k | 625 | 190.68 |
| 2024-12-31 | $861k | 4.5k | 190.87 |
| 2024-09-30 | $920k | 4.7k | 197.16 |
| 2024-06-30 | $843k | 4.6k | 182.02 |
| 2024-03-31 | $755k | 4.0k | 186.81 |
| 2023-12-31 | $1.7M | 9.6k | 173.89 |