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iShares S&P 500 Index shares owned by Clifford Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clifford Group from 13F filings

Historical chart of Clifford Group 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 Clifford 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 Clifford Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 312 684.94

More positions owned by Clifford Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SHM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Clifford Group

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index