iShares S&P 500 Value Index shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview 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 Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 10k | 206.52 |
| 2025-06-30 | $1.8M | 9.4k | 195.42 |
| 2025-03-31 | $1.7M | 8.9k | 190.58 |
| 2024-12-31 | $1.4M | 7.1k | 190.87 |
| 2024-09-30 | $1.4M | 7.0k | 197.16 |
| 2024-06-30 | $1.2M | 6.4k | 182.02 |
| 2024-03-31 | $1.7M | 9.1k | 186.81 |
| 2023-06-30 | $82k | 509 | 161.19 |
| 2023-03-31 | $77k | 509 | 151.76 |
| 2022-12-31 | $74k | 509 | 145.07 |
| 2022-09-30 | $65k | 509 | 127.70 |
| 2022-06-30 | $70k | 509 | 137.52 |
| 2022-03-31 | $79k | 509 | 155.21 |
| 2021-12-31 | $80k | 509 | 157.17 |
| 2021-09-30 | $74k | 509 | 145.38 |
| 2021-06-30 | $75k | 509 | 147.35 |
| 2021-03-31 | $75k | 586 | 127.99 |
| 2020-12-31 | $75k | 586 | 127.99 |