iShares S&P 500 Index shares owned by Clark Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 3.9k | 684.85 |
| 2025-09-30 | $3.0M | 4.5k | 669.26 |
| 2025-06-30 | $2.8M | 4.5k | 620.96 |
| 2025-03-31 | $2.5M | 4.4k | 561.90 |
| 2024-09-30 | $1.6M | 2.7k | 576.89 |
| 2024-06-30 | $1.5M | 2.7k | 547.23 |
| 2024-03-31 | $1.4M | 2.7k | 525.73 |
| 2023-12-31 | $1.2M | 2.5k | 477.63 |
| 2023-09-30 | $1.5M | 3.4k | 429.43 |
| 2023-06-30 | $1.5M | 3.3k | 445.71 |
| 2023-03-31 | $1.0M | 2.5k | 411.08 |
| 2022-12-31 | $951k | 2.5k | 384.21 |