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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 $8.7M 60k 145.41
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

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index