iShares S&P 500 Index shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.2k | 669.34 |
| 2025-06-30 | $3.8M | 6.2k | 620.90 |
| 2025-03-31 | $3.5M | 6.2k | 561.90 |
| 2024-12-31 | $3.7M | 6.4k | 588.68 |
| 2024-09-30 | $3.7M | 6.4k | 576.82 |
| 2024-06-30 | $3.4M | 6.3k | 547.23 |
| 2024-03-31 | $3.3M | 6.3k | 525.73 |
| 2023-12-31 | $2.8M | 5.9k | 477.63 |
| 2023-09-30 | $2.5M | 5.9k | 429.43 |
| 2023-06-30 | $2.6M | 5.9k | 445.71 |
| 2023-03-31 | $2.4M | 5.9k | 411.08 |
| 2022-12-31 | $2.4M | 6.1k | 384.22 |
| 2022-09-30 | $2.3M | 6.3k | 358.66 |
| 2022-06-30 | $2.4M | 6.3k | 379.14 |
| 2022-03-31 | $3.0M | 6.6k | 453.75 |
| 2021-12-31 | $3.2M | 6.7k | 476.92 |
| 2021-09-30 | $3.0M | 6.5k | 462.00 |
| 2021-06-30 | $2.9M | 6.6k | 440.85 |
| 2021-03-31 | $2.6M | 6.6k | 397.83 |
| 2020-12-31 | $2.6M | 6.9k | 375.44 |
| 2020-09-30 | $2.4M | 7.3k | 336.08 |
| 2020-06-30 | $2.2M | 7.2k | 309.65 |
| 2020-03-31 | $1.8M | 7.2k | 258.46 |
| 2019-12-31 | $2.4M | 7.3k | 323.24 |
| 2019-09-30 | $2.2M | 7.3k | 298.54 |
| 2019-06-30 | $2.2M | 7.3k | 294.72 |
| 2019-03-31 | $2.1M | 7.3k | 284.62 |
| 2018-12-31 | $1.7M | 6.8k | 251.65 |
| 2018-09-30 | $273k | 934 | 292.29 |
| 2018-06-30 | $255k | 934 | 273.02 |
| 2018-03-31 | $248k | 934 | 265.52 |
| 2017-12-31 | $251k | 934 | 268.74 |
| 2017-09-30 | $236k | 934 | 252.68 |
| 2017-06-30 | $227k | 934 | 243.04 |
| 2017-03-31 | $222k | 934 | 237.69 |
More positions owned by Clifford Swan Investment Counsel
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