iShares S&P 500 Index shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 1.1k | 669.44 |
| 2025-06-30 | $744k | 1.2k | 620.88 |
| 2025-03-31 | $770k | 1.4k | 562.06 |
| 2024-12-31 | $806k | 1.4k | 588.70 |
| 2024-09-30 | $817k | 1.4k | 576.72 |
| 2024-06-30 | $774k | 1.4k | 547.18 |
| 2024-03-31 | $747k | 1.4k | 525.89 |
| 2023-12-31 | $782k | 1.6k | 477.56 |
| 2023-09-30 | $702k | 1.6k | 429.36 |
| 2023-06-30 | $751k | 1.7k | 445.64 |
| 2023-03-31 | $727k | 1.8k | 411.16 |
| 2022-12-31 | $678k | 1.8k | 384.28 |
| 2022-09-30 | $633k | 1.8k | 358.84 |
| 2022-06-30 | $673k | 1.8k | 379.37 |
| 2022-03-31 | $848k | 1.9k | 453.96 |
| 2021-12-31 | $814k | 1.7k | 476.86 |
| 2021-09-30 | $743k | 1.7k | 430.97 |
| 2021-06-30 | $740k | 1.7k | 429.98 |
| 2021-03-31 | $1.0M | 2.7k | 375.23 |
| 2020-12-31 | $1.0M | 2.7k | 375.23 |