Arbor Trust Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Buy |
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|
2025
Q2 | $385K | Buy |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $206K | Buy |
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