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iShares S&P 500 Value Index shares owned by Clarity Capital Advisors

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

Historical chart of Clarity Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $752k 3.6k 206.51
2025-06-30 $711k 3.6k 195.42
2025-03-31 $694k 3.6k 190.58
2024-12-31 $695k 3.6k 190.88
2024-09-30 $718k 3.6k 197.17
2024-06-30 $659k 3.6k 182.02
2024-03-31 $673k 3.6k 186.82
2023-12-31 $623k 3.6k 173.89