Arbor Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Arbor Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Sell	7,309 -376	-5%	-$49.6K	0.11%	51
2026 Q1	$869K	Hold	7,685	–	–	0.11%	43
2025 Q4	$947K	Hold	7,685	–	–	0.12%	43
2025 Q3	$928K	Sell	7,685 -1,126	-13%	-$130K	0.12%	48
2025 Q2	$970K	Hold	8,811	–	–	0.12%	40
2025 Q1	$818K	Hold	8,811	–	–	0.11%	43
2024 Q4	$895K	Hold	8,811	–	–	0.13%	43
2024 Q3	$844K	Hold	8,811	–	–	0.11%	47
2024 Q2	$815K	Sell	8,811 -1,440	-14%	-$124K	0.12%	43
2024 Q1	$866K	Buy	10,251 +295	+3%	+$23.7K	0.13%	47
2023 Q4	$748K	Hold	9,956	–	–	0.12%	46
2023 Q3	$681K	Sell	9,956 -362	-4%	-$25.6K	0.12%	46
2023 Q2	$727K	Hold	10,318	–	–	0.13%	45
2023 Q1	$659K	Hold	10,318	–	–	0.12%	50
2022 Q4	$604K	Hold	10,318	–	–	0.12%	49
2022 Q3	$597K	Sell	10,318 -494	-5%	-$32.1K	0.14%	37
2022 Q2	$653K	Hold	10,812	–	–	0.14%	43
2022 Q1	$826K	Hold	10,812	–	–	0.16%	40
2021 Q4	$905K	Hold	10,812	–	–	0.17%	36
2021 Q3	$799K	Hold	10,812	–	–	0.16%	39
2021 Q2	$786K	Hold	10,812	–	–	0.17%	41
2021 Q1	$704K	Hold	10,812	–	–	0.16%	44
2020 Q4	$690K	Hold	10,812	–	–	0.16%	40
2020 Q3	$625K	Sell	10,812 -284	-3%	-$16.1K	0.16%	41
2020 Q2	$576K	Hold	11,096	–	–	0.16%	41
2020 Q1	$458K	Sell	11,096 -2,316	-17%	-$110K	0.15%	42
2019 Q4	$649K	Hold	13,412	–	–	0.18%	42
2019 Q3	$604K	Hold	13,412	–	–	0.18%	42
2019 Q2	$601K	Hold	13,412	–	–	0.19%	34
2019 Q1	$578K	Buy	13,412 +2,316	+21%	+$94.9K	0.18%	33
2018 Q4	$418K	Hold	11,096	–	–	0.15%	33
2018 Q3	$491K	Hold	11,096	–	–	0.18%	30
2018 Q2	$451K	Buy	+11,096	New	+$446K	0.18%	29

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Arbor Investment Advisors's IVW Position: Q2 2026 in Review

Arbor Investment Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.9% in Q2 2026, selling an estimated $49.6K and leaving 7,309 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #51.

Arbor Investment Advisors first reported a position in IVW in Q2 2018 and has held it in 33 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Arbor Investment Advisors held 7,309 shares of iShares S&P 500 Growth ETF worth $1.01M as of Q2 2026.
Arbor Investment Advisors sold 376 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $49.6K.
iShares S&P 500 Growth ETF made up 0.11% of Arbor Investment Advisors's portfolio in Q2 2026, its #51 holding.
Arbor Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2018 and has held it in 33 quarters since.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.