ARCADIA INVESTMENT MANAGEMENT CORP/MI historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 22 quarters from 2013-06-30 to 2026-03-31, ARCADIA INVESTMENT MANAGEMENT CORP/MI opened 89 positions, added to 109, reduced 124 and sold out of 54.
- Q1 2026: Stock DHS; Country of operation —; Class US HIGH DIVIDEND; Shares before 0.
- Q4 2025: Stock SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 0.
- Q4 2025: Stock VXF; Country of operation —; Class EXTEND MKT ETF; Shares before 0.
- Q4 2025: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1016972), 22 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-29); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-26); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-07); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-15). 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 1999-06-30. 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).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2026 | DHS
WISDOMTREE TR | | US HIGH DIVIDEND | 0 | 83 | +83 | $0 | $9,066 | +$9,066 | 2026-04-22 |
|---|
| Q4 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 0 | 5,364 | +5,364 | $0 | $128,951 | +$128,951 | 2026-02-10 |
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| Q4 2025 | VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | 0 | 462 | +462 | $0 | $96,614 | +$96,614 | 2026-02-10 |
|---|
| Q4 2025 | SDY
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 506 | +506 | $0 | $70,412 | +$70,412 | 2026-02-10 |
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| Q4 2025 | MDYG
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 650 | +650 | $0 | $60,080 | +$60,080 | 2026-02-10 |
|---|
| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 0 | 700 | +700 | $0 | $56,154 | +$56,154 | 2026-02-10 |
|---|
| Q4 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 0 | 150 | +150 | $0 | $13,419 | +$13,419 | 2026-02-10 |
|---|
| Q4 2025 | SPYD
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 300 | +300 | $0 | $12,975 | +$12,975 | 2026-02-10 |
|---|
| Q4 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 0 | 180 | +180 | $0 | $11,880 | +$11,880 | 2026-02-10 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 0 | 74 | +74 | $0 | $10,654 | +$10,654 | 2026-02-10 |
|---|
| Q4 2025 | SJNK
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 275 | +275 | $0 | $6,963 | +$6,963 | 2026-02-10 |
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| Q4 2025 | SPSM
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 123 | +123 | $0 | $5,764 | +$5,764 | 2026-02-10 |
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| Q4 2025 | IEF
ISHARES TR | | 7-10 YR TRSY BD | 0 | 50 | +50 | $0 | $4,808 | +$4,808 | 2026-02-10 |
|---|
| Q4 2025 | ICVT
ISHARES TR | | CONV BD ETF | 0 | 30 | +30 | $0 | $2,955 | +$2,955 | 2026-02-10 |
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| Q4 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 0 | 5 | +5 | $0 | $313 | +$313 | 2026-02-10 |
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| Q3 2025 | SH
PROSHARES TR | | SHORT S&P 500 NE | 0 | 45,960 | +45,960 | $0 | $1,698,682 | +$1,698,682 | 2025-10-27 |
|---|
| Q3 2025 | ETH
GRAYSCALE ETHEREUM MINI TR E | United States | SHS NEW | 0 | 4,242 | +4,242 | $0 | $166,202 | +$166,202 | 2025-10-27 |
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| Q3 2025 | BTC
GRAYSCALE BITCOIN MINI TR ET | United States | SHS NEW | 0 | 3,222 | +3,222 | $0 | $163,130 | +$163,130 | 2025-10-27 |
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| Q3 2025 | IWV
ISHARES TR | | RUSSELL 3000 ETF | 0 | 175 | +175 | $0 | $66,315 | +$66,315 | 2025-10-27 |
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| Q3 2025 | IYH
ISHARES TR | | US HLTHCARE ETF | 0 | 125 | +125 | $0 | $7,340 | +$7,340 | 2025-10-27 |
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| Q3 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 0 | 3 | +3 | $0 | $1,439 | +$1,439 | 2025-10-27 |
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| Q3 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 1 | +1 | $0 | $601 | +$601 | 2025-10-27 |
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| Q2 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 0 | 750 | +750 | $0 | $45,908 | +$45,908 | 2025-08-08 |
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| Q1 2025 | CALF
PACER FDS TR | | US SMALL CAP CAS | 0 | 17,575 | +17,575 | $0 | $659,063 | +$659,063 | 2025-04-30 |
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| Q1 2025 | ICLN
ISHARES TR | | GL CLEAN ENE ETF | 0 | 50 | +50 | $0 | $571 | +$571 | 2025-04-30 |
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| Q1 2025 | SOXX
ISHARES TR | | ISHARES SEMICDTR | 0 | 2 | +2 | $0 | $377 | +$377 | 2025-04-30 |
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| Q4 2024 | SH
PROSHARES TR | | SHORT S&P 500 NE | 0 | 2,187 | +2,187 | $0 | $92,686 | +$92,686 | 2025-02-03 |
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| Q4 2024 | GUNR
FLEXSHARES TR | | MORNSTAR UPSTR | 0 | 1,125 | +1,125 | $0 | $40,905 | +$40,905 | 2025-02-03 |
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| Q4 2024 | RAVI
FLEXSHARES TR | | FLEXSHARES ULTRA | 0 | 334 | +334 | $0 | $25,108 | +$25,108 | 2025-02-03 |
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| Q4 2024 | IGF
ISHARES TR | | GLB INFRASTR ETF | 0 | 391 | +391 | $0 | $20,438 | +$20,438 | 2025-02-03 |
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| Q4 2024 | NFRA
FLEXSHARES TR | | STOXX GLOBR INF | 0 | 92 | +92 | $0 | $4,989 | +$4,989 | 2025-02-03 |
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| Q3 2024 | EMQQ
EXCHANGE TRADED CONCEPTS TRU | | EMQQ THE EMERGIN | 0 | 15 | +15 | $0 | $589 | +$589 | 2024-10-29 |
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| Q2 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 0 | 300 | +300 | $0 | $12,777 | +$12,777 | 2024-08-05 |
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| Q2 2024 | VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 0 | 6 | +6 | $0 | $2,001 | +$2,001 | 2024-08-05 |
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| Q1 2024 | NOBL
PROSHARES TR | | S&P 500 DV ARIST | 0 | 189 | +189 | $0 | $19,167 | +$19,167 | 2024-04-23 |
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| Q1 2024 | RDIV
INVESCO EXCH TRADED FD TR II | | S&P ULTRA DIVIDE | 0 | 410 | +410 | $0 | $18,791 | +$18,791 | 2024-04-23 |
|---|
| Q3 2016 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 0 | 35,608 | +35,608 | $0 | $1,809,000 | +$1,809,000 | 2016-10-26 |
|---|
| Q3 2016 | RYDEX ETF TRUST
CUSIP 78355W106 | | GUG S&P500 EQ WT | 0 | 5,140 | +5,140 | $0 | $430,000 | +$430,000 | 2016-10-26 |
|---|
| Q3 2016 | AGG
ISHARES TR | | CORE US AGGBD ET | 0 | 1,820 | +1,820 | $0 | $205,000 | +$205,000 | 2016-10-26 |
|---|
| Q3 2016 | SPDR SERIES TRUST
CUSIP 78464A417 | | BRC HGH YLD BD | 0 | 1,775 | +1,775 | $0 | $65,000 | +$65,000 | 2016-10-26 |
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| Q2 2016 | ISHARES TR
CUSIP 46434V548 | | MSCI UTD KNGDM | 0 | 10,200 | +10,200 | $0 | $157,000 | +$157,000 | 2016-07-15 |
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| Q2 2016 | EZU
ISHARES | | MSCI EURZONE ETF | 0 | 4,800 | +4,800 | $0 | $155,000 | +$155,000 | 2016-07-15 |
|---|
| Q2 2016 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 0 | 1,560 | +1,560 | $0 | $152,000 | +$152,000 | 2016-07-15 |
|---|
| Q1 2016 | MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 0 | 2,300 | +2,300 | $0 | $232,000 | +$232,000 | 2016-04-29 |
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| Q1 2016 | DHS
WISDOMTREE TR | | HIGH DIV FD | 0 | 185 | +185 | $0 | $12,000 | +$12,000 | 2016-04-29 |
|---|
| Q4 2015 | BSV
VANGUARD BD INDEX FD INC | | SHORT TRM BOND | 0 | 6,897 | +6,897 | $0 | $549,000 | +$549,000 | 2016-01-26 |
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| Q4 2015 | DWX
SPDR INDEX SHS FDS | | S&P INTL ETF | 0 | 15,507 | +15,507 | $0 | $517,000 | +$517,000 | 2016-01-26 |
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| Q4 2015 | VNQ
VANGUARD INDEX FDS | | REIT ETF | 0 | 5,789 | +5,789 | $0 | $462,000 | +$462,000 | 2016-01-26 |
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| Q4 2015 | HDV
ISHARES TR | | CORE HIGH DV ETF | 0 | 5,979 | +5,979 | $0 | $439,000 | +$439,000 | 2016-01-26 |
|---|
| Q4 2015 | FDL
FIRST TR MORNINGSTAR DIV L | | SHS | 0 | 16,309 | +16,309 | $0 | $387,000 | +$387,000 | 2016-01-26 |
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| Q4 2015 | BIV
VANGUARD BD INDEX FD INC | | INTERMED TERM | 0 | 4,047 | +4,047 | $0 | $336,000 | +$336,000 | 2016-01-26 |
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| Q4 2015 | IVV
ISHARES TR | | CORE S&P500 ETF | 0 | 1,565 | +1,565 | $0 | $321,000 | +$321,000 | 2016-01-26 |
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| Q4 2015 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 0 | 2,218 | +2,218 | $0 | $221,000 | +$221,000 | 2016-01-26 |
|---|
| Q4 2015 | VEU
VANGUARD INTL EQUITY INDEX | | ALLWRLD EX US | 0 | 4,698 | +4,698 | $0 | $204,000 | +$204,000 | 2016-01-26 |
|---|
| Q4 2015 | DVY
ISHARES TR | | SELECT DIVID ETF | 0 | 2,531 | +2,531 | $0 | $190,000 | +$190,000 | 2016-01-26 |
|---|
| Q4 2015 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 0 | 865 | +865 | $0 | $68,000 | +$68,000 | 2016-01-26 |
|---|
| Q4 2015 | VEA
VANGUARD TAX MANAGED INTL | | FTSE DEV MKT ETF | 0 | 1,691 | +1,691 | $0 | $62,000 | +$62,000 | 2016-01-26 |
|---|
| Q4 2015 | IBB
ISHARES TR | | NASDQ BIOTEC ETF | 0 | 165 | +165 | $0 | $56,000 | +$56,000 | 2016-01-26 |
|---|
| Q4 2015 | SDY
SPDR SERIES TRUST | | S&P DIVID ETF | 0 | 703 | +703 | $0 | $52,000 | +$52,000 | 2016-01-26 |
|---|
| Q4 2015 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 0 | 590 | +590 | $0 | $48,000 | +$48,000 | 2016-01-26 |
|---|
| Q4 2015 | VYM
VANGUARD WHITEHALL FDS INC | | HIGH DIV YLD | 0 | 587 | +587 | $0 | $39,000 | +$39,000 | 2016-01-26 |
|---|
| Q4 2015 | VIG
VANGUARD SPECIALIZED PORTF | | DIV APP ETF | 0 | 497 | +497 | $0 | $39,000 | +$39,000 | 2016-01-26 |
|---|
| Q4 2015 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 0 | 800 | +800 | $0 | $35,000 | +$35,000 | 2016-01-26 |
|---|
| Q4 2015 | XLP
SELECT SECTOR SPDR TR | | SBI CONS STPLS | 0 | 510 | +510 | $0 | $26,000 | +$26,000 | 2016-01-26 |
|---|
| Q4 2015 | XLB
SELECT SECTOR SPDR TR | | SBI MATERIALS | 0 | 590 | +590 | $0 | $26,000 | +$26,000 | 2016-01-26 |
|---|
| Q4 2015 | RQI
COHEN & STEERS QUALITY RLT | | COM | 0 | 1,265 | +1,265 | $0 | $15,000 | +$15,000 | 2016-01-26 |
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| Q4 2015 | POWERSHARES ETF TRUST
CUSIP 73935X195 | | GBL LSTD PVT EQT | 0 | 1,000 | +1,000 | $0 | $11,000 | +$11,000 | 2016-01-26 |
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| Q4 2015 | HQL
TEKLA LIFE SCIENCES INVS | | SH BEN INT | 0 | 415 | +415 | $0 | $10,000 | +$10,000 | 2016-01-26 |
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| Q4 2015 | ALPS ETF TR
CUSIP 00162Q866 | | ALERIAN MLP | 0 | 500 | +500 | $0 | $6,000 | +$6,000 | 2016-01-26 |
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| Q4 2015 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 0 | 47 | +47 | $0 | $6,000 | +$6,000 | 2016-01-26 |
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| Q4 2015 | EXG
EATON VANCE TAX MNGD GBL D | | COM | 0 | 658 | +658 | $0 | $6,000 | +$6,000 | 2016-01-26 |
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| Q2 2015 | EFA
ISHARES TR | | MSCI EAFE ETF | 0 | 33,341 | +33,341 | $0 | $2,116,000 | +$2,116,000 | 2015-08-11 |
|---|
| Q2 2015 | VWO
VANGUARD INTL EQUITY INDEX | | FTSE EMR MKT ETF | 0 | 25,439 | +25,439 | $0 | $1,039,000 | +$1,039,000 | 2015-08-11 |
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| Q2 2015 | IWO
ISHARES TR | | RUS 2000 GRW ETF | 0 | 4,775 | +4,775 | $0 | $738,000 | +$738,000 | 2015-08-11 |
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| Q2 2015 | AGZD
WISDOMTREE TR | | BARCLAYS ZERO | 0 | 9,918 | +9,918 | $0 | $482,000 | +$482,000 | 2015-08-11 |
|---|
| Q2 2015 | TLT
ISHARES TR | | 20+ YR TR BD ETF | 0 | 3,613 | +3,613 | $0 | $476,000 | +$476,000 | 2015-08-11 |
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| Q2 2015 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 0 | 1,648 | +1,648 | $0 | $339,000 | +$339,000 | 2015-08-11 |
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| Q2 2015 | HYZD
WISDOMTREE TR | | BOFA MERLYN ZE | 0 | 11,230 | +11,230 | $0 | $266,000 | +$266,000 | 2015-08-11 |
|---|
| Q2 2015 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 0 | 967 | +967 | $0 | $264,000 | +$264,000 | 2015-08-11 |
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| Q2 2015 | PROSHARES TR
CUSIP 74347B300 | | PSHS ULSHT SP500 | 0 | 5,155 | +5,155 | $0 | $117,000 | +$117,000 | 2015-08-11 |
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| Q2 2015 | GLOBAL X FDS
CUSIP 37950E853 | | SILVER MNR ETF | 0 | 8,192 | +8,192 | $0 | $83,000 | +$83,000 | 2015-08-11 |
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| Q2 2015 | MARKET VECTORS ETF TR
CUSIP 57061R551 | | INDIA SMALL CP | 0 | 1,680 | +1,680 | $0 | $76,000 | +$76,000 | 2015-08-11 |
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| Q2 2015 | DEM
WISDOMTREE TR | | EMERG MKTS ETF | 0 | 1,324 | +1,324 | $0 | $60,000 | +$60,000 | 2015-08-11 |
|---|
| Q2 2015 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 0 | 620 | +620 | $0 | $49,000 | +$49,000 | 2015-08-11 |
|---|
| Q2 2015 | POWERSHARES ETF TRUST II
CUSIP 73936Q769 | | SENIOR LN PORT | 0 | 2,000 | +2,000 | $0 | $47,000 | +$47,000 | 2015-08-11 |
|---|
| Q2 2015 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 0 | 320 | +320 | $0 | $34,000 | +$34,000 | 2015-08-11 |
|---|
| Q2 2015 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 0 | 250 | +250 | $0 | $31,000 | +$31,000 | 2015-08-11 |
|---|
| Q2 2015 | QCLN
FIRST TR EXCHANGE TRADED FD | | NAS CLNEDG GREEN | 0 | 600 | +600 | $0 | $11,000 | +$11,000 | 2015-08-11 |
|---|
| Q3 2013 | MDY
S&P MIDCAP 400 | | COM | 0 | 1,090 | +1,090 | $0 | $247,000 | +$247,000 | 2013-11-15 |
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