Arcadia Wealth Management »

iShares S&P 500 Index shares owned by Arcadia Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arcadia Wealth Management from 13F filings

Historical chart of Arcadia Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Arcadia Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Arcadia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 5.5k 669.30
2025-06-30 $3.1M 5.0k 620.90
2025-03-31 $2.2M 3.8k 561.90
2024-12-31 $1.5M 2.6k 588.68

More positions owned by Arcadia Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Series Trust S&p Biotech (XBI)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Arcadia Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index