iShares S&P 500 Index shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 669.30 |
| 2025-06-30 | $1.5M | 2.4k | 620.90 |
| 2025-03-31 | $1.3M | 2.4k | 561.90 |
| 2024-12-31 | $1.4M | 2.4k | 588.68 |
| 2023-09-30 | $1.0M | 2.4k | 437.64 |
| 2023-06-30 | $1.1M | 2.4k | 451.65 |
| 2023-03-31 | $980k | 2.4k | 409.93 |
| 2022-12-31 | $919k | 2.4k | 384.21 |
| 2022-09-30 | $948k | 2.4k | 396.49 |
| 2022-06-30 | $907k | 2.4k | 379.34 |
| 2022-03-31 | $1.1M | 2.4k | 453.79 |
| 2021-12-31 | $1.1M | 2.4k | 457.97 |
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