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iShares S&P 500 Value Index shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 1.7k 197.12
2024-06-30 $315k 1.7k 182.08
2024-03-31 $323k 1.7k 186.71

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

Top funds holding iShares S&P 500 Value Index

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Goldman Sachs Group
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CWM
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International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index