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iShares S&P 500 Index shares owned by Clarity Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clarity Asset Management from 13F filings

Historical chart of Clarity Asset Management 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 Clarity Asset Management 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 Clarity Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $192k 287 669.74
2025-06-30 $299k 482 621.01
2025-03-31 $196k 349 562.32
2024-12-31 $205k 348 589.06
2024-09-30 $184k 319 576.50
2024-06-30 $160k 292 548.13
2024-03-31 $153k 292 525.06
2023-12-31 $167k 350 477.14