iShares S&P 500 Growth Index shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Arbor Trust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Arbor Trust Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $298k | 3.6k | 83.70 |
2023-12-31 | $256k | 3.4k | 75.10 |
2023-09-30 | $232k | 3.4k | 68.65 |
2023-06-30 | $238k | 3.4k | 70.49 |
2023-03-31 | $216k | 3.4k | 63.90 |
2022-12-31 | $212k | 3.6k | 58.50 |
2022-09-30 | $209k | 3.6k | 57.93 |
2022-06-30 | $218k | 3.6k | 60.42 |
2022-03-31 | $275k | 3.6k | 76.35 |
2021-12-31 | $301k | 3.6k | 83.70 |
2021-09-30 | $265k | 3.6k | 73.88 |
2021-06-30 | $261k | 3.6k | 72.76 |
2021-03-31 | $233k | 3.6k | 65.12 |
2020-12-31 | $228k | 3.6k | 63.72 |
2020-09-30 | $206k | 893 | 230.68 |
More positions owned by Arbor Trust Wealth Advisors
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