iShares S&P 500 Index shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $641k | 1.3k | 477.29 |
| 2023-09-30 | $577k | 1.3k | 429.64 |
| 2023-06-30 | $590k | 1.3k | 445.62 |
| 2023-03-31 | $544k | 1.3k | 410.88 |
| 2022-12-31 | $516k | 1.3k | 384.21 |
| 2022-09-30 | $486k | 1.4k | 358.67 |
| 2022-06-30 | $514k | 1.4k | 379.34 |
| 2022-03-31 | $626k | 1.4k | 453.62 |
| 2021-12-31 | $671k | 1.4k | 476.90 |
| 2021-09-30 | $624k | 1.4k | 430.94 |
| 2021-06-30 | $602k | 1.4k | 429.69 |
| 2021-03-31 | $557k | 1.4k | 397.57 |
| 2020-12-31 | $526k | 1.4k | 375.45 |
| 2020-09-30 | $471k | 1.4k | 336.19 |
| 2020-06-30 | $273k | 882 | 309.52 |
| 2019-12-31 | $210k | 650 | 323.08 |