iShares S&P 500 Index shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Arbor Trust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 5.1k | 669.24 |
| 2025-06-30 | $3.2M | 5.1k | 620.88 |
| 2025-03-31 | $2.9M | 5.2k | 561.87 |
| 2024-12-31 | $3.1M | 5.3k | 588.63 |
| 2024-09-30 | $3.0M | 5.5k | 547.19 |
| 2024-06-30 | $3.0M | 5.5k | 547.19 |
| 2024-03-31 | $2.9M | 5.5k | 516.68 |
| 2023-12-31 | $2.7M | 5.7k | 477.59 |
| 2023-09-30 | $2.4M | 5.5k | 431.43 |
| 2023-06-30 | $2.6M | 5.8k | 445.72 |
| 2023-03-31 | $2.5M | 6.0k | 411.10 |
| 2022-12-31 | $2.3M | 6.0k | 384.22 |
| 2022-09-30 | $2.2M | 6.2k | 358.77 |
| 2022-06-30 | $2.3M | 6.0k | 379.10 |
| 2022-03-31 | $2.7M | 6.0k | 453.65 |
| 2021-12-31 | $2.9M | 6.0k | 476.98 |
| 2021-09-30 | $2.6M | 6.1k | 430.85 |
| 2021-06-30 | $2.6M | 6.1k | 429.86 |
| 2021-03-31 | $2.5M | 6.2k | 397.64 |
| 2020-12-31 | $2.4M | 6.3k | 375.46 |
| 2020-09-30 | $2.1M | 6.3k | 336.09 |
| 2020-06-30 | $2.1M | 6.7k | 309.68 |
| 2020-03-31 | $1.8M | 6.9k | 258.53 |
| 2019-12-31 | $2.2M | 6.8k | 323.21 |
More positions owned by Arbor Trust Wealth Advisors
View all positions for Arbor Trust Wealth Advisors