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iShares S&P 500 Value Index shares owned by Arcadia Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Arcadia Wealth Management from 13F filings

Historical chart of Arcadia Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $657k 3.2k 206.49
2025-06-30 $418k 2.1k 195.45
2025-03-31 $405k 2.1k 190.61

More positions owned by Arcadia Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Arcadia Wealth Management

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