Clayton Financial Group »

iShares S&P 500 Value Index shares owned by Clayton Financial Group

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

Historical chart of Clayton Financial Group 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 Clayton Financial Group 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 Clayton Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 2.3k 197.18
2024-06-30 $450k 2.4k 186.79
2024-03-31 $450k 2.4k 186.79

More positions owned by Clayton Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&P SML 600 GWT (IJT)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Clayton Financial Group

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