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iShares S&P 500 Index shares owned by Clark Wealth Partners

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

Historical chart of Clark Wealth 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 Clark Wealth 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 Clark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 385 684.94
2025-09-30 $264k 385 684.94
2025-06-30 $184k 297 620.90
2025-03-31 $374k 666 561.90

More positions owned by Clark Wealth Partners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Hdg Msci Eafe (HEFA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
McDonald's Corporation (MCD)
International Business Machines (IBM)

View all positions for Clark Wealth Partners

Top funds holding iShares S&P 500 Index

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Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index