iShares S&P 500 Value Index shares owned by Arcadia Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Arcadia Investment Advisors
from 13F filings
Historical chart of Arcadia Investment Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Arcadia Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 22k | 206.51 |
| 2025-06-30 | $4.5M | 23k | 195.42 |
| 2025-03-31 | $4.4M | 23k | 190.58 |
| 2024-12-31 | $4.5M | 24k | 190.88 |
| 2024-09-30 | $4.9M | 25k | 197.17 |
| 2024-06-30 | $6.5M | 36k | 182.01 |
| 2024-03-31 | $12M | 65k | 186.81 |
| 2023-12-31 | $12M | 69k | 173.89 |
| 2023-09-30 | $12M | 80k | 153.84 |
| 2023-06-30 | $13M | 82k | 161.19 |
| 2023-03-31 | $12M | 82k | 151.76 |
| 2022-12-31 | $12M | 84k | 145.07 |
| 2022-09-30 | $11M | 82k | 128.52 |
| 2022-06-30 | $11M | 80k | 137.46 |
| 2022-03-31 | $13M | 81k | 155.72 |
| 2021-12-31 | $13M | 85k | 156.63 |
| 2021-09-30 | $13M | 88k | 145.42 |
| 2021-06-30 | $13M | 88k | 147.64 |
| 2021-03-31 | $13M | 91k | 141.24 |
| 2020-12-31 | $11M | 87k | 128.02 |
| 2020-09-30 | $7.4M | 66k | 112.45 |
| 2020-06-30 | $5.0M | 47k | 108.21 |
| 2020-03-31 | $4.1M | 42k | 96.25 |
| 2019-12-31 | $3.5M | 27k | 130.09 |
| 2019-09-30 | $1.8M | 15k | 119.14 |
| 2019-06-30 | $1.7M | 15k | 116.57 |
| 2019-03-31 | $1.7M | 15k | 112.74 |
| 2018-12-31 | $1.5M | 15k | 101.14 |
| 2018-09-30 | $1.7M | 15k | 115.84 |
| 2018-06-30 | $1.6M | 15k | 110.13 |
| 2018-03-31 | $1.7M | 15k | 109.34 |
| 2017-12-31 | $2.0M | 18k | 114.24 |
More positions owned by Arcadia Investment Advisors
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