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iShares S&P 500 Value Index shares owned by Archford Capital Strategies

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Archford Capital Strategies from 13F filings

Historical chart of Archford Capital Strategies 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 Archford Capital Strategies 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 Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 1.4k 206.51
2025-06-30 $271k 1.4k 195.42
2025-03-31 $264k 1.4k 190.58

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Vanguard Index Fds Growth Etf (VUG)
Visa Com Cl A (V)
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Harbor Etf Trust Panagora Dynamic (INFO)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Columbia Etf Tr I Resh Enhnc Cor (RECS)
Broadcom (AVGO)

View all positions for Archford Capital Strategies

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