iShares S&P 500 Value Index shares owned by Arq Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Arq Wealth Advisors
from 13F filings
Historical chart of Arq Wealth Advisors investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Arq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Arq Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $617k | 3.5k | 173.89 |
| 2023-09-30 | $550k | 3.6k | 153.84 |
| 2023-06-30 | $577k | 3.6k | 161.19 |
| 2023-03-31 | $543k | 3.6k | 151.76 |
| 2022-12-31 | $520k | 3.6k | 145.07 |
| 2022-09-30 | $460k | 3.6k | 128.46 |
| 2022-06-30 | $492k | 3.6k | 137.39 |
| 2022-03-31 | $558k | 3.6k | 155.82 |
| 2021-12-31 | $561k | 3.6k | 156.66 |
| 2021-09-30 | $521k | 3.6k | 145.49 |
| 2021-06-30 | $530k | 3.6k | 147.59 |
| 2021-03-31 | $507k | 3.6k | 141.19 |
| 2020-12-31 | $461k | 3.6k | 128.06 |
| 2020-09-30 | $405k | 3.6k | 112.50 |
| 2020-06-30 | $390k | 3.6k | 108.33 |
| 2020-03-31 | $347k | 3.6k | 96.39 |