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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Arkadios 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
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