iShares S&P 500 Index shares owned by Clayton Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clayton Financial Group
from 13F filings
Historical chart of Clayton Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Clayton Financial Group 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 Clayton Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 574 | 669.84 |
| 2025-06-30 | $205k | 330 | 620.45 |
| 2025-03-31 | $5.1M | 9.1k | 561.88 |
| 2024-12-31 | $5.3M | 8.9k | 588.66 |
| 2024-09-30 | $4.9M | 8.5k | 576.79 |
| 2024-06-30 | $4.3M | 8.1k | 525.73 |
| 2024-03-31 | $4.1M | 7.7k | 525.76 |