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

Arbor Trust Wealth 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	–	Sell	-3,512	Closed	-$397K	–	100
2026 Q1	$397K	Buy	3,512 +3	+0.1%	+$361	0.17%	68
2025 Q4	$432K	Buy	3,509 +4	+0.1%	+$490	0.19%	63
2025 Q3	$423K	Buy	3,505 +4	+0.1%	+$460	0.19%	63
2025 Q2	$385K	Buy	3,501 +4	+0.1%	+$396	0.19%	67
2025 Q1	$325K	Buy	3,497 +4	+0.1%	+$403	0.15%	79
2024 Q4	$355K	Buy	3,493 +10	+0.3%	+$998	0.17%	74
2024 Q3	$322K	Hold	3,483	–	–	0.17%	77
2024 Q2	$322K	Sell	3,483 -78	-2%	-$6.72K	0.17%	77
2024 Q1	$298K	Buy	3,561 +159	+5%	+$12.8K	0.16%	84
2023 Q4	$255K	Buy	3,402 +21	+0.6%	+$1.5K	0.15%	82
2023 Q3	$232K	Hold	3,381	–	–	0.15%	81
2023 Q2	$238K	Buy	3,381 +7	+0.2%	+$463	0.15%	85
2023 Q1	$216K	Sell	3,374 -250	-7%	-$15.3K	0.14%	91
2022 Q4	$212K	Buy	3,624 +16	+0.4%	+$961	0.15%	94
2022 Q3	$209K	Hold	3,608	–	–	0.16%	90
2022 Q2	$218K	Buy	3,608 +6	+0.2%	+$397	0.15%	94
2022 Q1	$275K	Buy	3,602 +6	+0.2%	+$451	0.17%	86
2021 Q4	$301K	Buy	3,596 +9	+0.3%	+$725	0.17%	82
2021 Q3	$265K	Hold	3,587	–	–	0.17%	84
2021 Q2	$261K	Buy	3,587 +9	+0.3%	+$623	0.16%	84
2021 Q1	$233K	Hold	3,578	–	–	0.16%	88
2020 Q4	$228K	Buy	3,578 +6	+0.2%	+$364	0.17%	85
2020 Q3	$206K	Buy	+3,572	New	+$202K	0.18%	80

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arbor Trust Wealth Advisors's IVW Position: Q2 2026 in Review

Arbor Trust Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 3,512 shares — an estimated $397K sold.

Arbor Trust Wealth Advisors first reported a position in IVW in Q3 2020 and held it in 23 quarters. The position peaked at $432K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Arbor Trust Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 3,512 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $397K.
Arbor Trust Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and held it in 23 quarters.
Arbor Trust Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $432K in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.