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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Clearview Wealth 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 Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 $1.3M 3.2k 397.91
2020-12-31 $1.0M 2.7k 375.23