iShares S&P 500 Value Index shares owned by Clark Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark 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 Clark 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 Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $283k | 1.3k | 212.07 |
| 2025-09-30 | $276k | 1.3k | 206.51 |
| 2025-06-30 | $261k | 1.3k | 195.42 |
| 2025-03-31 | $254k | 1.3k | 190.58 |
| 2024-06-30 | $200k | 1.1k | 182.01 |
| 2024-03-31 | $206k | 1.1k | 186.81 |