iShares S&P 500 Index shares owned by Archford Capital Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Archford Capital Strategies
from 13F filings
Historical chart of Archford Capital Strategies investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Archford Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.3k | 669.37 |
| 2025-06-30 | $2.7M | 4.3k | 620.96 |
| 2025-03-31 | $2.6M | 4.7k | 561.95 |
| 2024-12-31 | $1.5M | 2.6k | 588.77 |
| 2024-09-30 | $1.5M | 2.5k | 587.14 |
| 2024-06-30 | $1.4M | 2.5k | 547.23 |
| 2024-03-31 | $1.4M | 2.6k | 525.73 |
| 2023-12-31 | $1.2M | 2.6k | 477.63 |
| 2023-09-30 | $1.1M | 2.6k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 456.61 |
| 2023-03-31 | $977k | 2.4k | 409.46 |
| 2022-12-31 | $3.2M | 8.3k | 384.21 |
| 2022-09-30 | $1.1M | 3.1k | 358.66 |
| 2022-03-31 | $223k | 493 | 452.33 |
| 2021-12-31 | $250k | 525 | 476.19 |
| 2021-09-30 | $482k | 1.1k | 430.74 |
| 2021-06-30 | $812k | 1.9k | 430.08 |
| 2021-03-31 | $251k | 601 | 417.64 |
| 2020-12-31 | $227k | 594 | 382.15 |
| 2020-09-30 | $200k | 594 | 336.70 |
| 2020-06-30 | $201k | 650 | 309.23 |
| 2019-06-30 | $139k | 470 | 295.74 |
| 2019-03-31 | $134k | 470 | 285.11 |
| 2018-12-31 | $20k | 80 | 250.00 |
| 2018-09-30 | $23k | 80 | 287.50 |
| 2018-06-30 | $22k | 80 | 275.00 |
| 2018-03-31 | $73k | 273 | 267.40 |
| 2017-06-30 | $1.0k | 16 | 62.50 |
| 2017-03-31 | $172k | 724 | 237.57 |
| 2016-12-31 | $162k | 724 | 223.76 |
| 2016-09-30 | $157k | 724 | 216.85 |
| 2016-06-30 | $152k | 724 | 209.94 |
| 2016-03-31 | $729 | 151 | 4.83 |
| 2015-12-31 | $119k | 580 | 205.17 |
| 2015-09-30 | $112k | 580 | 193.10 |
| 2015-06-30 | $119k | 574 | 207.83 |
| 2015-03-31 | $119k | 574 | 207.83 |
| 2014-12-31 | $17k | 80 | 212.50 |
| 2014-09-30 | $93k | 467 | 198.94 |
| 2014-06-30 | $33k | 168 | 197.00 |
| 2014-03-31 | $47k | 250 | 188.14 |
More positions owned by Archford Capital Strategies
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