iShares S&P 500 Index shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Archvest 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 Archvest Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 18k | 669.28 |
| 2025-06-30 | $11M | 17k | 620.91 |
| 2025-03-31 | $8.6M | 15k | 561.91 |
| 2024-12-31 | $7.1M | 12k | 588.69 |
| 2024-09-30 | $4.9M | 8.4k | 576.82 |
| 2024-06-30 | $4.1M | 7.5k | 548.43 |
| 2024-03-31 | $3.2M | 6.2k | 524.90 |
| 2023-12-31 | $2.4M | 5.0k | 477.62 |
| 2023-09-30 | $2.1M | 4.8k | 445.75 |
| 2023-06-30 | $2.1M | 4.8k | 445.75 |
| 2023-03-31 | $1.8M | 4.4k | 411.10 |
| 2022-12-31 | $1.7M | 4.4k | 384.23 |
| 2022-09-30 | $1.6M | 4.4k | 358.55 |
| 2022-06-30 | $1.4M | 3.6k | 379.12 |
| 2022-03-31 | $1.6M | 3.5k | 453.75 |
| 2021-12-31 | $1.7M | 3.5k | 476.94 |