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1834 INVESTMENT ADVISORS CO Historic Quarter Change: USA ETF, Reduced

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1834 INVESTMENT ADVISORS CO historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, 1834 INVESTMENT ADVISORS CO opened 79 positions, added to 375, reduced 520 and sold out of 82.

  • Q2 2026: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 325,789.
  • Q2 2026: Stock IJK; Country of operation —; Class S&P MC 400GR ETF; Shares before 151,611.
  • Q2 2026: Stock VGSH; Country of operation —; Class SHORT TERM TREAS; Shares before 690,209.
  • Q2 2026: Stock IJJ; Country of operation —; Class S&P MC 400VL ETF; Shares before 94,959.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1138486), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-03); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-04); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-06); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-28); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-11); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2001-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF325,789320,486-5,303$36,850,049$44,076,502+$7,226,4532026-07-30
Q2 2026IJK
ISHARES TR		S&P MC 400GR ETF151,611150,402-1,209$15,255,081$17,672,186+$2,417,1052026-07-30
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS690,209667,988-22,221$40,404,848$38,876,914-$1,527,9342026-07-30
Q2 2026IJJ
ISHARES TR		S&P MC 400VL ETF94,95993,660-1,299$12,582,059$13,836,396+$1,254,3372026-07-30
Q2 2026IJT
ISHARES TR		S&P SML 600 GWT24,41924,159-260$3,533,719$4,314,711+$780,9922026-07-30
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF8,2738,164-109$5,403,790$6,113,690+$709,9002026-07-30
Q2 2026IJS
ISHARES TR		SP SMCP600VL ETF30,58829,847-741$3,623,103$4,079,544+$456,4412026-07-30
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT4,6334,632-1$3,013,235$3,458,734+$445,4992026-07-30
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF8,3288,307-21$2,065,412$2,495,921+$430,5092026-07-30
Q2 2026MDY
STATE STR SPDR S&P MIDCAP 40		UTSER1 S&PDCRP3,4023,397-5$2,098,218$2,389,246+$291,0282026-07-30
Q2 2026FLIN
FRANKLIN TEMPLETON ETF TR		FRANKLIN INDIA29,41220,141-9,271$977,078$716,428-$260,6502026-07-30
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF27,15326,979-174$1,833,643$2,080,351+$246,7082026-07-30
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF34,40033,744-656$3,341,272$3,505,327+$164,0552026-07-30
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF4,1654,138-27$889,943$1,003,295+$113,3522026-07-30
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD64,99362,527-2,466$3,242,501$3,162,616-$79,8852026-07-30
Q2 2026IVOO
VANGUARD ADMIRAL FDS INC		MIDCP 400 IDX9,0648,458-606$1,036,193$1,102,924+$66,7312026-07-30
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF1,2401,235-5$235,092$273,182+$38,0902026-07-30
Q2 2026VIOO
VANGUARD ADMIRAL FDS INC		SMLLCP 600 IDX2,5081,912-596$287,994$262,977-$25,0172026-07-30
Q2 2026SUB
ISHARES TR		SHRT NAT MUN ETF3,6313,530-101$386,702$375,840-$10,8622026-07-30
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF135,177125,735-9,442$28,542,660$28,549,313+$6,6532026-07-30

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