iShares S&P 500 Value Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 61k | 206.51 |
| 2025-06-30 | $11M | 57k | 195.42 |
| 2025-03-31 | $9.1M | 48k | 190.58 |
| 2024-12-31 | $1.2M | 6.5k | 190.88 |
| 2024-09-30 | $1.1M | 5.6k | 197.18 |
| 2024-06-30 | $941k | 5.2k | 182.00 |
| 2024-03-31 | $287k | 1.5k | 186.75 |
| 2023-06-30 | $529k | 3.3k | 161.20 |
| 2023-03-31 | $550k | 3.6k | 151.75 |
| 2022-12-31 | $546k | 3.8k | 145.07 |
| 2022-09-30 | $501k | 3.9k | 128.53 |
| 2022-06-30 | $534k | 3.9k | 137.45 |
| 2022-03-31 | $624k | 4.0k | 155.69 |
| 2021-12-31 | $754k | 4.8k | 156.72 |
| 2021-09-30 | $618k | 4.3k | 145.24 |
| 2021-06-30 | $787k | 5.3k | 147.60 |
| 2021-03-31 | $301k | 2.1k | 141.25 |
| 2020-12-31 | $248k | 1.9k | 127.90 |
| 2020-09-30 | $71k | 604 | 116.66 |
| 2020-06-30 | $67k | 604 | 110.55 |
| 2020-03-31 | $58k | 604 | 96.25 |
| 2019-12-31 | $80k | 604 | 131.55 |