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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

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Quarterly 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