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iShares S&P 500 Index shares owned by Clarion Wealth Managment Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clarion Wealth Managment Partners from 13F filings

Historical chart of Clarion Wealth Managment Partners investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Clarion Wealth Managment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Clarion Wealth Managment Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $428k 572 748.41

More positions owned by Clarion Wealth Managment Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Opportunities Trust Applied Fina Val (VSLU)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Tapestry (TPR)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Clarion Wealth Managment Partners

Top funds holding iShares S&P 500 Index

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Morgan Stanley
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Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services

View all funds holding iShares S&P 500 Index