iShares S&P 500 Index shares owned by Arq Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arq Wealth Advisors
from 13F filings
Historical chart of Arq Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Arq Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 3.2k | 477.58 |
| 2023-09-30 | $1.4M | 3.2k | 429.39 |
| 2023-06-30 | $1.5M | 3.3k | 445.67 |
| 2023-03-31 | $1.4M | 3.4k | 411.04 |
| 2022-12-31 | $1.3M | 3.4k | 384.17 |
| 2022-09-30 | $1.2M | 3.4k | 358.71 |
| 2022-06-30 | $1.3M | 3.5k | 379.16 |
| 2022-03-31 | $1.6M | 3.5k | 453.69 |
| 2021-12-31 | $1.6M | 3.4k | 476.94 |
| 2021-09-30 | $1.5M | 3.6k | 430.90 |
| 2021-06-30 | $1.6M | 3.7k | 429.96 |
| 2021-03-31 | $1.5M | 3.7k | 397.90 |
| 2020-12-31 | $1.4M | 3.8k | 375.33 |
| 2020-09-30 | $1.2M | 3.7k | 336.14 |
| 2020-06-30 | $1.3M | 4.1k | 309.66 |
| 2020-03-31 | $1.2M | 4.6k | 258.34 |