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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Arcadia Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $6.8M 37k 182.01
2024-06-30 $6.8M 37k 182.01
2024-03-31 $12M 70k 173.89
2023-12-31 $12M 70k 173.89
2023-09-30 $13M 82k 161.19
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