iShares S&P 500 Value Index shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 25k | 207.84 |
| 2025-06-30 | $4.7M | 24k | 197.31 |
| 2025-03-31 | $4.0M | 23k | 179.10 |
| 2024-12-31 | $3.8M | 20k | 189.42 |
| 2024-09-30 | $3.6M | 18k | 195.22 |
| 2024-06-30 | $3.3M | 18k | 183.25 |
| 2024-03-31 | $3.1M | 17k | 181.71 |
| 2023-12-31 | $3.0M | 17k | 171.54 |
| 2023-06-30 | $3.7M | 23k | 159.80 |
| 2023-03-31 | $3.2M | 21k | 151.06 |
| 2022-12-31 | $3.3M | 22k | 150.44 |
| 2022-09-30 | $3.1M | 24k | 130.55 |
| 2022-06-30 | $3.4M | 24k | 138.24 |
| 2022-03-31 | $3.4M | 22k | 155.47 |
| 2021-12-31 | $3.5M | 22k | 159.07 |
| 2021-09-30 | $3.1M | 21k | 147.76 |
| 2021-06-30 | $2.9M | 20k | 149.12 |
| 2021-03-31 | $2.4M | 17k | 144.00 |
| 2020-12-31 | $1.8M | 14k | 131.26 |
| 2020-09-30 | $1.7M | 15k | 113.46 |
| 2020-06-30 | $1.2M | 11k | 108.26 |
| 2020-03-31 | $808k | 8.7k | 92.70 |
| 2019-12-31 | $1.8M | 14k | 130.30 |
| 2019-09-30 | $393k | 3.3k | 119.13 |
| 2019-06-30 | $355k | 3.0k | 116.51 |