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iShares S&P 500 Index shares owned by Arlington Financial Advisors

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

Historical chart of Arlington Financial Advisors 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 Arlington Financial Advisors 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 Arlington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 4.6k 525.75
2023-12-31 $2.7M 5.6k 477.63
2023-09-30 $2.5M 5.8k 429.40
2023-06-30 $2.7M 5.9k 445.68
2023-03-31 $2.3M 5.7k 411.11
2022-12-31 $2.0M 5.1k 384.23
2022-09-30 $1.8M 5.1k 358.70
2022-06-30 $1.8M 4.9k 379.19
2022-03-31 $2.0M 4.5k 453.72
2021-12-31 $2.1M 4.4k 476.92
2021-09-30 $1.8M 4.1k 430.78
2021-06-30 $1.8M 4.1k 429.97
2021-03-31 $1.7M 4.3k 397.79
2020-12-31 $1.3M 3.5k 375.40
2020-09-30 $1.0M 3.1k 336.15
2020-06-30 $1.2M 3.8k 309.74
2020-03-31 $813k 3.1k 258.42
2019-12-31 $951k 2.9k 323.36
2019-09-30 $871k 2.9k 298.49
2019-06-30 $885k 3.0k 294.90
2019-03-31 $810k 2.8k 284.61
2018-12-31 $677k 2.7k 252.05
2018-09-30 $744k 2.7k 280.12
2018-06-30 $752k 2.7k 283.35
2018-03-31 $633k 2.4k 265.97
2017-12-31 $686k 2.4k 285.95