iShares S&P 500 Index shares owned by Arlington Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arlington Financial Advisors
from 13F filings
Historical chart of Arlington Financial 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 Arlington Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Arlington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $884k | 1.3k | 669.45 |
| 2025-06-30 | $830k | 1.3k | 620.99 |
| 2025-03-31 | $3.1M | 5.5k | 561.86 |
| 2024-12-31 | $2.5M | 4.2k | 588.75 |
| 2024-09-30 | $2.7M | 4.7k | 576.88 |
| 2024-06-30 | $2.5M | 4.6k | 547.27 |
| 2024-03-31 | $2.4M | 4.6k | 525.75 |
| 2023-12-31 | $2.7M | 5.6k | 477.63 |
| 2023-09-30 | $2.5M | 5.8k | 429.40 |
| 2023-06-30 | $2.7M | 5.9k | 445.68 |
| 2023-03-31 | $2.3M | 5.7k | 411.11 |
| 2022-12-31 | $2.0M | 5.1k | 384.23 |
| 2022-09-30 | $1.8M | 5.1k | 358.70 |
| 2022-06-30 | $1.8M | 4.9k | 379.19 |
| 2022-03-31 | $2.0M | 4.5k | 453.72 |
| 2021-12-31 | $2.1M | 4.4k | 476.92 |
| 2021-09-30 | $1.8M | 4.1k | 430.78 |
| 2021-06-30 | $1.8M | 4.1k | 429.97 |
| 2021-03-31 | $1.7M | 4.3k | 397.79 |
| 2020-12-31 | $1.3M | 3.5k | 375.40 |
| 2020-09-30 | $1.0M | 3.1k | 336.15 |
| 2020-06-30 | $1.2M | 3.8k | 309.74 |
| 2020-03-31 | $813k | 3.1k | 258.42 |
| 2019-12-31 | $951k | 2.9k | 323.36 |
| 2019-09-30 | $871k | 2.9k | 298.49 |
| 2019-06-30 | $885k | 3.0k | 294.90 |
| 2019-03-31 | $810k | 2.8k | 284.61 |
| 2018-12-31 | $677k | 2.7k | 252.05 |
| 2018-09-30 | $744k | 2.7k | 280.12 |
| 2018-06-30 | $752k | 2.7k | 283.35 |
| 2018-03-31 | $633k | 2.4k | 265.97 |
| 2017-12-31 | $686k | 2.4k | 285.95 |
More positions owned by Arlington Financial Advisors
View all positions for Arlington Financial Advisors