iShares S&P 500 Index shares owned by Arbor Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arbor Wealth Advisors
from 13F filings
Historical chart of Arbor Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Arbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Arbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 3.1k | 669.39 |
| 2025-06-30 | $1.9M | 3.0k | 620.96 |
| 2025-03-31 | $1.7M | 3.0k | 561.87 |
| 2024-12-31 | $1.8M | 3.0k | 588.76 |
| 2024-09-30 | $1.7M | 3.0k | 576.91 |
| 2024-06-30 | $1.6M | 3.0k | 547.19 |
| 2024-03-31 | $1.6M | 3.0k | 525.71 |
| 2023-12-31 | $1.4M | 3.0k | 477.69 |