iShares S&P 500 Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $36M | 61k | 588.68 |
| 2024-09-30 | $26M | 44k | 576.82 |
| 2024-06-30 | $16M | 29k | 547.23 |
| 2024-03-31 | $5.3M | 10k | 525.72 |
| 2023-12-31 | $5.0M | 11k | 477.65 |
| 2023-09-30 | $3.0M | 7.0k | 429.45 |
| 2023-06-30 | $2.7M | 6.0k | 445.69 |
| 2023-03-31 | $2.6M | 6.4k | 411.07 |
| 2022-12-31 | $2.4M | 6.3k | 384.22 |
| 2022-09-30 | $2.0M | 5.5k | 358.63 |
| 2022-06-30 | $1.7M | 4.5k | 379.12 |
| 2022-03-31 | $2.6M | 5.8k | 453.70 |
| 2021-12-31 | $3.0M | 6.3k | 476.91 |
| 2021-09-30 | $2.3M | 5.4k | 430.71 |
| 2021-06-30 | $6.9M | 16k | 429.92 |
| 2021-03-31 | $6.3M | 16k | 397.79 |
| 2020-12-31 | $5.4M | 14k | 375.38 |
| 2020-09-30 | $465k | 1.3k | 348.62 |
| 2020-06-30 | $430k | 1.3k | 320.20 |
| 2020-03-31 | $412k | 1.6k | 258.43 |
| 2019-12-31 | $278k | 822 | 338.59 |