iShares S&P 500 Index shares owned by Clear Point Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clear Point Advisors
from 13F filings
Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 470 | 669.83 |
| 2025-06-30 | $247k | 398 | 621.46 |
| 2025-03-31 | $223k | 397 | 562.34 |
| 2024-12-31 | $233k | 396 | 589.10 |
| 2024-09-30 | $228k | 395 | 576.92 |
| 2024-06-30 | $216k | 394 | 546.91 |
| 2024-03-31 | $269k | 511 | 525.51 |
| 2023-12-31 | $243k | 509 | 477.97 |