iShares S&P 500 Value Index shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $130M | 661k | 197.17 |
| 2024-06-30 | $121M | 666k | 182.01 |
| 2024-03-31 | $126M | 672k | 186.81 |
| 2023-12-31 | $114M | 657k | 173.89 |
| 2023-09-30 | $101M | 658k | 153.84 |
| 2023-06-30 | $107M | 662k | 161.19 |
| 2023-03-31 | $101M | 664k | 151.76 |
| 2022-12-31 | $99M | 684k | 145.07 |
| 2022-06-30 | $93M | 680k | 137.46 |
| 2022-03-31 | $107M | 689k | 155.72 |
| 2021-12-31 | $118M | 755k | 156.63 |
| 2021-09-30 | $106M | 731k | 145.42 |
| 2021-06-30 | $106M | 719k | 147.64 |
| 2021-03-31 | $101M | 713k | 141.24 |
| 2020-12-31 | $92M | 719k | 128.02 |
| 2020-09-30 | $81M | 720k | 112.45 |
| 2020-06-30 | $80M | 739k | 108.21 |
| 2019-12-31 | $97M | 742k | 130.09 |
| 2019-09-30 | $82M | 690k | 119.14 |
| 2019-06-30 | $72M | 620k | 116.57 |
| 2019-03-31 | $65M | 580k | 112.74 |
| 2018-12-31 | $54M | 538k | 101.14 |
| 2018-09-30 | $63M | 539k | 115.84 |
| 2018-06-30 | $55M | 499k | 110.13 |
| 2018-03-31 | $53M | 481k | 109.34 |
| 2017-12-31 | $51M | 444k | 114.24 |
| 2017-09-30 | $46M | 423k | 107.91 |
| 2017-06-30 | $43M | 408k | 104.96 |
| 2017-03-31 | $42M | 404k | 104.04 |
| 2016-12-31 | $42M | 412k | 101.38 |
| 2016-09-30 | $37M | 394k | 94.96 |
| 2016-06-30 | $35M | 375k | 92.90 |
| 2016-03-31 | $32M | 359k | 89.93 |
| 2015-12-31 | $24M | 269k | 88.53 |
| 2015-09-30 | $16M | 188k | 84.03 |
| 2015-06-30 | $5.9M | 64k | 92.21 |
| 2015-03-31 | $6.7M | 72k | 92.56 |
| 2014-12-31 | $7.0M | 74k | 93.78 |
| 2014-09-30 | $8.0M | 89k | 90.08 |
| 2014-06-30 | $8.5M | 95k | 90.28 |
| 2014-03-31 | $7.2M | 83k | 86.90 |
| 2013-12-31 | $7.1M | 83k | 85.47 |
| 2013-09-30 | $6.6M | 85k | 78.32 |
| 2013-06-30 | $1.8M | 23k | 75.79 |
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