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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Clearview Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $72k | 509 | 141.45 |
2020-12-31 | $75k | 586 | 127.99 |