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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Arbor Trust Wealth Advisors's IVW Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.09% in Q1 2026, buying an estimated $361 and bringing the position to 3,512 shares worth $397K. The position accounts for 0.17% of the portfolio, ranked #68.

Arbor Trust Wealth Advisors first reported a position in IVW in Q3 2020 and has held it in 23 quarters since. The position peaked at $432K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Arbor Trust Wealth Advisors held 3,512 shares of iShares S&P 500 Growth ETF worth $397K as of Q1 2026.
Arbor Trust Wealth Advisors bought 3 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $361.
iShares S&P 500 Growth ETF made up 0.17% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Arbor Trust Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 23 quarters since.
Arbor Trust Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $432K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.