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 |
|---|---|---|---|
| 2025-12-31 | $350k | 1.7k | 211.99 |
| 2025-09-30 | $341k | 1.7k | 206.54 |
| 2025-06-30 | $323k | 1.7k | 195.64 |
| 2025-03-31 | $318k | 1.7k | 190.53 |
| 2024-12-31 | $319k | 1.7k | 191.13 |
| 2024-09-30 | $329k | 1.7k | 197.12 |
| 2024-06-30 | $315k | 1.7k | 182.08 |
| 2024-03-31 | $323k | 1.7k | 186.71 |