1834 INVESTMENT ADVISORS CO quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, 1834 INVESTMENT ADVISORS CO opened 12 positions, added to 16, reduced 20, sold out of 13 and left 12 unchanged. The largest increase in value was SPYG (+$22,984,387); the largest decrease was SPYV (-$17,166,148).
- IWO: Country of operation —; Class RUS 2000 GRW ETF; Shares 2026-03-31 8,262; Shares 2026-06-30 8,262.
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 7,871; Shares 2026-06-30 7,871.
- VTWO: Country of operation —; Class VNG RUS2000IDX; Shares 2026-03-31 6,873; Shares 2026-06-30 6,873.
- VNQ: Country of operation —; Class REAL ESTATE ETF; Shares 2026-03-31 16,723; Shares 2026-06-30 16,723.
Two Form 13F-HR filings compared (SEC CIK 1138486): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.
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