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iShares S&P 500 Index shares owned by Archford Capital Strategies

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

Historical chart of Archford Capital Strategies 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 Archford Capital Strategies 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 Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 2.6k 525.73
2023-12-31 $1.2M 2.6k 477.63
2023-09-30 $1.1M 2.6k 429.43
2023-06-30 $1.1M 2.4k 456.61
2023-03-31 $977k 2.4k 409.46
2022-12-31 $3.2M 8.3k 384.21
2022-09-30 $1.1M 3.1k 358.66
2022-03-31 $223k 493 452.33
2021-12-31 $250k 525 476.19
2021-09-30 $482k 1.1k 430.74
2021-06-30 $812k 1.9k 430.08
2021-03-31 $251k 601 417.64
2020-12-31 $227k 594 382.15
2020-09-30 $200k 594 336.70
2020-06-30 $201k 650 309.23
2019-06-30 $139k 470 295.74
2019-03-31 $134k 470 285.11
2018-12-31 $20k 80 250.00
2018-09-30 $23k 80 287.50
2018-06-30 $22k 80 275.00
2018-03-31 $73k 273 267.40
2017-06-30 $1.0k 16 62.50
2017-03-31 $172k 724 237.57
2016-12-31 $162k 724 223.76
2016-09-30 $157k 724 216.85
2016-06-30 $152k 724 209.94
2016-03-31 $729 151 4.83
2015-12-31 $119k 580 205.17
2015-09-30 $112k 580 193.10
2015-06-30 $119k 574 207.83
2015-03-31 $119k 574 207.83
2014-12-31 $17k 80 212.50
2014-09-30 $93k 467 198.94
2014-06-30 $33k 168 197.00
2014-03-31 $47k 250 188.14

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Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)
Vanguard Value Etf Value Etf (VTV)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)

View all positions for Archford Capital Strategies

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