Arrow Financial Corp

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Arrow Financial Corp reported 167 stock positions worth $1.1 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.6%) and Arrow Financial (AROW, 5.2%). Compared with Q3 2024, it opened 1 new position, sold out of 174, added to 44 and reduced 94. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +11%) and the biggest sale iShares 10-20 Year Treasury (TLH, shares −62%).

Most Recent 13F
Q2 2026
Location
Glens Falls, NY
CIK
0000717538
Portfolio Value
$1.1B (Q4 2024)
SEC Filing
0000717538-25-000018 ↗ filed Feb 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B $1.1B Q4 2024 Q1 2025: $894.5M Q1 2025 Q2 2025: $949.7M Q2 2025 Q3 2025: $978.0M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $994.0M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 167 stocks · $1.1B

VOO Vanguard S&P 500 ETF 11.08% 216,555 $116.7M Add +3.1%
QQQ Invesco QQQ Trust Series 1 7.59% 156,458 $80.0M Add +10.7%
AROW Arrow Financial Corp. 5.18% 1,899,569 $54.5M Reduce -3.6%
IJH iShares Core S&P Midcap ETF 5.12% 866,369 $54.0M Reduce -2.1%
IJR iShares Core S&P Small-Cap E 4.21% 384,741 $44.3M Reduce -6.3%
SPYV SS SPDR P S&P 500 Value ETF 3.84% 791,546 $40.5M Reduce -9.8%
IBHE iShares Ibonds 2025 H/Y Inc. 3.26% 1,479,655 $34.3M Add +2.9%
IDEV iShares Core MSCI Dev MKTS 2.79% 455,327 $29.4M Add +1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.78% 110,986 $29.3M Reduce -4.4%
AAPL Apple Inc. 2.74% 115,147 $28.8M Reduce -1.9%
MSFT Microsoft Corp. 2.31% 57,791 $24.4M Reduce -1.2%
NVDA Nvidia Corp. 2.31% 181,237 $24.3M Reduce -2.0%
GOOGL Alphabet Inc. Class A 1.54% 85,969 $16.3M Reduce -3.5%
IBDX iShares Ibonds Dec 2032 TC 1.40% 599,943 $14.7M Add +2.5%
IBDY iShares Ibonds Dec 2033 Corp. 1.36% 572,653 $14.4M Add +4.7%
AMZN Amazon.com Inc. 1.36% 65,254 $14.3M Reduce -4.7%
IBDW iShares Ibonds Dec 2031 Corp. 1.36% 702,409 $14.3M Add +3.3%
IBDV iShares Ibonds Dec 2030 Corp. 1.35% 667,244 $14.3M Add +3.4%
IBDU iShares Ibonds Dec 2029 Term 1.34% 620,143 $14.1M Add +3.6%
IBDR iShares Ibonds Dec 2026 Term 1.34% 585,057 $14.1M Add +3.9%
IBDT iShares Ibonds Dec 2028 ETF 1.33% 563,736 $14.0M Add +4.0%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 1.32% 579,725 $13.9M Add +4.0%
IBDQ iShares Ibonds Dec 2025 Term 1.32% 553,062 $13.9M Add +3.0%
VB Vanguard Most SM-Cap ETF-Usd 1.16% 51,047 $12.3M Reduce -5.5%
JPM JPMorgan Chase & Co. 0.90% 39,656 $9.5M Reduce -0.2%
CRM Salesforce Inc. 0.83% 26,223 $8.8M Reduce -0.1%
HD Home Depot Inc. 0.79% 21,369 $8.3M Add +1.5%
TLH iShares 10-20 Year Treasury 0.77% 81,467 $8.1M Reduce -62.1%
XHB SS SPDR S&P Homebldrs ETF 0.76% 76,173 $8.0M Add +1243.0%
META Meta Platforms Inc. Class A 0.75% 13,480 $7.9M Reduce -1.2%
ORCL Oracle Corp. 0.74% 47,063 $7.8M Reduce -2.8%
LLY Eli Lilly & Co. 0.63% 8,569 $6.6M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.62% 14,459 $6.6M Reduce -0.8%
AGG iShares Core U.S. Aggregate 0.62% 67,236 $6.5M Reduce -0.3%
V Visa Inc. Class A 0.59% 19,621 $6.2M Reduce -0.7%
BLK BlackRock Inc. 0.56% 5,781 $5.9M No change
VCSH Vanguard S/T Corp. Bond ETF 0.55% 74,421 $5.8M Reduce -4.4%
WMT Walmart Inc. 0.53% 61,402 $5.5M Reduce -0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.51% 122,054 $5.4M Add +1.1%
PG The Procter & Gamble Co. 0.51% 31,733 $5.3M Reduce -0.8%
APH Amphenol Corp. Class A 0.49% 75,019 $5.2M Reduce -2.4%
XLRE SS Real Estate Select Sector 0.49% 126,879 $5.2M Add +1353.0%
CAT Caterpillar Inc. 0.47% 13,713 $5.0M Reduce -1.6%
SYK Stryker Corp. 0.46% 13,488 $4.9M Reduce -0.2%
NYF iShares New York Muni Bond E 0.46% 90,283 $4.8M Add +1.9%
ADBE Adobe Inc. 0.45% 10,669 $4.7M Add +1.8%
COST Costco Wholesale Corp. 0.45% 5,130 $4.7M Reduce -1.3%
NFLX Netflix Inc. 0.45% 5,262 $4.7M Reduce -0.5%
ICE Intercontinental Exchange Inc. 0.44% 31,037 $4.6M Reduce -0.4%
XOM Exxon Mobil Corp. 0.42% 41,064 $4.4M Reduce -3.0%
HON Honeywell International Inc. 0.42% 19,435 $4.4M Reduce -1.3%
JNJ Johnson & Johnson 0.42% 30,265 $4.4M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 7,351 $4.3M Reduce -0.1%
TMO Thermo Fisher Scientific Inc. 0.40% 8,104 $4.2M Add +0.1%
MRVL Marvell Technology Inc. 0.40% 38,158 $4.2M Reduce -0.4%
WMB Williams Cos Inc. 0.39% 76,601 $4.1M Reduce -3.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.39% 33,704 $4.1M Reduce -0.5%
AMGN Amgen Inc. 0.39% 15,597 $4.1M Add +6.2%
UNH Unitedhealth Group Inc. 0.36% 7,576 $3.8M Reduce -0.3%
ABT Abbott Laboratories 0.35% 32,675 $3.7M Reduce -0.2%
MAS Masco Corp. 0.35% 50,200 $3.6M Reduce -1.0%
MS Morgan Stanley 0.34% 28,729 $3.6M Reduce -0.1%
TSLA Tesla Inc. 0.33% 8,645 $3.5M Reduce -0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.32% 30,563 $3.4M Reduce -1.6%
MCD McDonald's Corp. 0.32% 11,480 $3.3M Reduce -0.4%
CSCO Cisco Systems Inc. 0.31% 54,592 $3.2M Add +1.2%
IR Ingersoll-Rand Inc. 0.28% 32,343 $2.9M Add +0.5%
XLK SS Technology Select Sector 0.27% 12,428 $2.9M Reduce -12.9%
DHR Danaher Corp. 0.26% 11,827 $2.7M Add +0.3%
PEP Pepsico Inc. 0.25% 17,437 $2.7M Reduce -0.4%
TMUS T-Mobile US Inc. 0.24% 11,437 $2.5M Add +6.4%
GOOG Alphabet Inc. Class C 0.23% 12,451 $2.4M Reduce -0.3%
VRTX Vertex Pharmaceuticals Inc. 0.21% 5,605 $2.3M Add +0.2%
TRV The Travelers Cos Inc. 0.21% 9,196 $2.2M Reduce -1.4%
DLR Digital Realty Trust Inc. 0.21% 12,300 $2.2M No change
CVX Chevron Corp. 0.21% 14,926 $2.2M Reduce -2.8%
TER Teradyne Inc. 0.20% 16,846 $2.1M Add +1.5%
PANW Palo Alto Networks Inc. 0.20% 11,499 $2.1M Reduce -7.9%
MINT PIMCO Enhanced Short Maturit 0.20% 20,578 $2.1M Reduce -81.2%
MA Mastercard Inc. Class A 0.19% 3,827 $2.0M Reduce -0.6%
KO The Coca-Cola Co. 0.19% 32,319 $2.0M Add +1.0%
UNP Union Pacific Corp. 0.19% 8,797 $2.0M Add +0.7%
GS Goldman Sachs Group Inc. 0.16% 3,017 $1.7M No change
IBHF iShares Ibond 2026 HY & Inc. 0.16% 74,460 $1.7M New
GD General Dynamics Corp. 0.16% 6,520 $1.7M Add +0.9%
CMI Cummins Inc. 0.16% 4,862 $1.7M Reduce -5.3%
BND Vanguard Total Bond Market 0.16% 23,353 $1.7M Add +2.6%
WM Waste Management Inc. 0.16% 8,299 $1.7M No change
COP Conocophillips 0.15% 15,435 $1.5M Add +1.7%
LEN Lennar Corp. Class A 0.14% 11,205 $1.5M Add +8.6%
SYY Sysco Corp. 0.14% 19,727 $1.5M Reduce -1.7%
XLF SS Financial Select Sector 0.14% 30,733 $1.5M Reduce -3.0%
IBDZ ISHARESIBONDSDEC2034TMCORP 0.14% 57,421 $1.5M Add +710.8%
XLB SS Materials Select Sector 0.13% 15,784 $1.3M Reduce -2.3%
YUM Yum! Brands Inc. 0.12% 9,579 $1.3M Reduce -9.3%
PWR Quanta Services Inc. 0.12% 4,015 $1.3M Add +26.2%
MUB iShares National Muni Bond E 0.12% 11,733 $1.3M Reduce -10.2%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.12% 16,434 $1.2M Add +7.8%
AWK American Water Works Co. Inc. 0.12% 9,895 $1.2M Add +0.2%
COF Capital One Financial Corp. 0.12% 6,810 $1.2M No change
XLV SS Health Care Select Sector 0.11% 8,748 $1.2M Reduce -3.7%
LOW Lowe's Cos Inc. 0.11% 4,864 $1.2M Add +1.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 5,270 $1.2M Reduce -5.0%
ABBV Abbvie Inc. 0.10% 5,977 $1.1M Reduce -0.3%
NEE Nextera Energy Inc. 0.10% 14,627 $1.0M Add +0.3%
ECL Ecolab Inc. 0.10% 4,363 $1.0M Reduce -2.1%
XLY SS Consumer Disc Select Sect 0.10% 4,518 $1.0M Reduce -21.5%
MRK Merck & Co. Inc. 0.10% 10,121 $1.0M Reduce -1.2%
XLI SS Industrial Select Sector 0.09% 7,314 $964K Add +3.2%
SHW The Sherwin-Williams Co. 0.09% 2,705 $920K Add +0.9%
RTX RTX Corp. 0.08% 7,513 $869K Reduce -0.1%
ADP Automatic Data Processing 0.08% 2,888 $845K Reduce -5.3%
APD Air Products & Chemicals Inc. 0.08% 2,899 $841K Reduce -0.3%
D Dominion Energy Inc. 0.08% 15,506 $835K Reduce -4.8%
SO The Southern Co. 0.08% 9,960 $820K No change
AXP American Express Co. 0.08% 2,698 $801K Reduce -3.3%
EMN Eastman Chemical Co. 0.07% 8,175 $747K Reduce -0.3%
XLC SS Comm Select Sector SPDR 0.07% 7,468 $723K Reduce -0.7%
LYB Lyondellbasell Indu Class A 0.07% 9,590 $712K Reduce -17.5%
CL Colgate-Palmolive Co. 0.07% 7,757 $705K Reduce -5.3%
TXN Texas Instruments Inc. 0.07% 3,668 $688K No change
MMM 3M Co. 0.06% 4,730 $611K Reduce -1.6%
SUSB iShares ESG Aware 1-5 Year U 0.06% 24,545 $606K No change
HSY The Hershey Co. 0.06% 3,488 $591K Reduce -12.6%
VNQ Vanguard Real Estate ETF 0.06% 6,579 $586K Add +1.1%
PSA Public Storage 0.05% 1,900 $569K No change
GE General Electric filed as GE AEROSPACE 0.05% 3,184 $531K Reduce -10.5%
SNOW Snowflake Inc. 0.05% 3,393 $524K Reduce -25.3%
VZ Verizon Communications Inc. 0.05% 12,675 $507K Reduce -0.8%
EMR Emerson Electric Co. 0.05% 4,041 $501K No change
VMC Vulcan Materials Co. 0.04% 1,842 $474K No change
INTU Intuit Inc. 0.04% 750 $471K No change
XLP SS Consumer Staples Sel Sect 0.04% 5,907 $464K Reduce -9.5%
FISV Fiserv Inc. 0.04% 2,250 $462K No change
AMT American Tower Corp. 0.04% 2,472 $453K No change
GLD SPDR Gold Shares 0.04% 1,802 $436K Reduce -5.0%
BMY Bristol-Myers Squibb Co. 0.04% 7,668 $434K Reduce -18.4%
XLE SS Energy Select Sector 0.04% 5,002 $428K Add +5.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.04% 4,842 $426K No change
WFC Wells Fargo & Co. 0.04% 5,983 $420K No change
SBUX Starbucks Corp. 0.04% 4,595 $419K Reduce -10.2%
VTI VG Morningstar TS MKT ETF-US 0.04% 1,378 $399K No change
PAYX Paychex Inc. 0.04% 2,818 $395K Reduce -2.0%
PM Philip Morris International 0.04% 3,230 $389K Reduce -4.9%
IWR iShares Russell Mid-Cap ETF 0.04% 4,166 $368K Reduce -1.3%
CARR Carrier Global Corp. 0.03% 5,375 $367K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.03% 6,607 $342K Reduce -16.8%
PFE Pfizer Inc. 0.03% 12,370 $328K Reduce -8.7%
CPK Chesapeake Utilities Corp. 0.03% 2,480 $301K No change
AMAT Applied Materials Inc. 0.03% 1,685 $274K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 2,398 $271K Reduce -2.0%
SHY iShares 1-3 Year Treasury Bo 0.03% 3,226 $264K No change
GEV GE Vernova Inc. 0.03% 802 $264K Reduce -0.4%
MO Altria Group Inc. 0.02% 4,995 $261K Reduce -9.1%
PYPL PayPal Holdings Inc. 0.02% 2,982 $255K No change
DLTR Dollar Tree Inc. 0.02% 3,376 $253K Reduce -8.7%
STZ Constellation Brands Inc. Class A 0.02% 1,140 $252K Reduce -4.2%
IBMO iShares Ibonds Dec 2026 Term 0.02% 9,451 $241K No change
IBMN iShares Ibonds Dec 2025 Term 0.02% 9,006 $240K No change
IBMP iShares Ibonds Dec 2027 Term 0.02% 9,517 $239K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.02% 9,448 $238K No change
T AT&T Inc. 0.02% 9,541 $217K Add +3.0%
SDY SS SPDR S&P Dividend ETF 0.02% 1,642 $217K No change
NUSC Nuveen ESG Small-Cap ETF 0.02% 5,150 $216K Reduce -2.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.02% 516 $212K Reduce -7.2%
ETN Eaton Corp. PLC 0.02% 605 $201K Reduce -1.6%
F Ford Motor Co. filed as FORD MTR CO 0.01% 10,500 $104K No change

Portfolio Sells Q3 2024 → Q4 2024

TLH iShares 10-20 Year Treasury Reduce -62.1% 0.77% −1.40
IBDP iShares Ibonds Dec 2024 Term Sold out 0.00% −1.15
MINT PIMCO Enhanced Short Maturit Reduce -81.2% 0.20% −0.82
SPYV SS SPDR P S&P 500 Value ETF Reduce -9.8% 3.84% −0.45
IBHD iShares Ibonds 2024 H/Y Inc. Sold out 0.00% −0.27
IJR iShares Core S&P Small-Cap E Reduce -6.3% 4.21% −0.23
LLY Eli Lilly & Co. Reduce -1.8% 0.63% −0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -4.4% 2.78% −0.05
MAS Masco Corp. Reduce -1.0% 0.35% −0.05
UNH Unitedhealth Group Inc. Reduce -0.3% 0.36% −0.05
AROW Arrow Financial Corp. Reduce -3.6% 5.18% −0.04
JNJ Johnson & Johnson Reduce -0.5% 0.42% −0.04
XOM Exxon Mobil Corp. Reduce -3.0% 0.42% −0.04
LYB Lyondellbasell Indu Class A Reduce -17.5% 0.07% −0.04
CAT Caterpillar Inc. Reduce -1.6% 0.47% −0.03
ICE Intercontinental Exchange Inc. Reduce -0.4% 0.44% −0.02
PEP Pepsico Inc. Reduce -0.4% 0.25% −0.02
XLK SS Technology Select Sector Reduce -12.9% 0.27% −0.02
IBMM iShares Ibonds Dec 2024 Term Sold out 0.00% −0.02
QCOM Qualcomm Inc. Sold out 0.00% −0.02
NGG National Grid PLC-SP ADR Sold out 0.00% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -4.4% 0.55% −0.02
GIS General Mills Inc. Sold out 0.00% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -5.5% 1.16% −0.02
NKE Nike Inc. Class B Sold out 0.00% −0.02
OTIS Otis Worldwide Corp. Sold out 0.00% −0.02
INTC Intel Corp. Sold out 0.00% −0.02
USB US Bancorp Sold out 0.00% −0.02
ORCL Oracle Corp. Reduce -2.8% 0.74% −0.02
XLB SS Materials Select Sector Reduce -2.3% 0.13% −0.02
LIN Linde PLC Sold out 0.00% −0.02
GEHC GE Healthcare Technology Sold out 0.00% −0.02
UPS United Parcel Service Class B Sold out 0.00% −0.02
MSFT Microsoft Corp. Reduce -1.2% 2.31% −0.02
TD Toronto-Dominion Bank Sold out 0.00% −0.02
FDX FedEx Corp. Sold out 0.00% −0.02
XLV SS Health Care Select Sector Reduce -3.7% 0.11% −0.02
HSY The Hershey Co. Reduce -12.6% 0.06% −0.01
YUM Yum! Brands Inc. Reduce -9.3% 0.12% −0.01
XBI SS SPDR S&P Biotech ETF Sold out 0.00% −0.01
EMN Eastman Chemical Co. Reduce -0.3% 0.07% −0.01
AGG iShares Core U.S. Aggregate Reduce -0.3% 0.62% −0.01
DE Deere & Co. Sold out 0.00% −0.01
LMT Lockheed Martin Corp. Sold out 0.00% −0.01
NSC Norfolk Southern Corp. Sold out 0.00% −0.01
MUB iShares National Muni Bond E Reduce -10.2% 0.12% −0.01
ITW Illinois Tool Works Sold out 0.00% −0.01
BKNG Booking Holdings Inc. Sold out 0.00% −0.01
MRK Merck & Co. Inc. Reduce -1.2% 0.10% −0.01
CL Colgate-Palmolive Co. Reduce -5.3% 0.07% −0.01

Portfolio Buys Q3 2024 → Q4 2024

QQQ Invesco QQQ Trust Series 1 Add +10.7% 7.59% +1.21
VOO Vanguard S&P 500 ETF Add +3.1% 11.08% +0.83
XHB SS SPDR S&P Homebldrs ETF Add +1243.0% 0.76% +0.69
XLRE SS Real Estate Select Sector Add +1353.0% 0.49% +0.45
IBHF iShares Ibond 2026 HY & Inc. New 0.16% +0.16
IBHE iShares Ibonds 2025 H/Y Inc. Add +2.9% 3.26% +0.16
IBDZ ISHARESIBONDSDEC2034TMCORP Add +710.8% 0.14% +0.12
IBDR iShares Ibonds Dec 2026 Term Add +3.9% 1.34% +0.07
IBDQ iShares Ibonds Dec 2025 Term Add +3.0% 1.32% +0.07
BAC Bank of America Corp. Add +1.1% 0.51% +0.07
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +4.0% 1.32% +0.06
IBDT iShares Ibonds Dec 2028 ETF Add +4.0% 1.33% +0.05
IBDU iShares Ibonds Dec 2029 Term Add +3.6% 1.34% +0.04
CSCO Cisco Systems Inc. Add +1.2% 0.31% +0.04
TMUS T-Mobile US Inc. Add +6.4% 0.24% +0.03
PWR Quanta Services Inc. Add +26.2% 0.12% +0.03
IBDV iShares Ibonds Dec 2030 Corp. Add +3.4% 1.35% +0.03
IBDY iShares Ibonds Dec 2033 Corp. Add +4.7% 1.36% +0.03
IBDW iShares Ibonds Dec 2031 Corp. Add +3.3% 1.36% +0.02
NYF iShares New York Muni Bond E Add +1.9% 0.46% +0.01
IBDX iShares Ibonds Dec 2032 TC Add +2.5% 1.40% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Add +7.8% 0.12% +0.00
XLI SS Industrial Select Sector Add +3.2% 0.09% +0.00
XLE SS Energy Select Sector Add +5.5% 0.04% +0.00
T AT&T Inc. Add +3.0% 0.02% +0.00
BND Vanguard Total Bond Market Add +2.6% 0.16% +0.00
HD Home Depot Inc. Add +1.5% 0.79% +0.00
COP Conocophillips Add +1.7% 0.15% −0.00
VNQ Vanguard Real Estate ETF Add +1.1% 0.06% −0.00
TER Teradyne Inc. Add +1.5% 0.20% −0.00
LOW Lowe's Cos Inc. Add +1.8% 0.11% −0.01
SHW The Sherwin-Williams Co. Add +0.9% 0.09% −0.01
UNP Union Pacific Corp. Add +0.7% 0.19% −0.01
NEE Nextera Energy Inc. Add +0.3% 0.10% −0.01
IR Ingersoll-Rand Inc. Add +0.5% 0.28% −0.01
AWK American Water Works Co. Inc. Add +0.2% 0.12% −0.02
GD General Dynamics Corp. Add +0.9% 0.16% −0.02
KO The Coca-Cola Co. Add +1.0% 0.19% −0.02
VRTX Vertex Pharmaceuticals Inc. Add +0.2% 0.21% −0.03
LEN Lennar Corp. Class A Add +8.6% 0.14% −0.03
DHR Danaher Corp. Add +0.3% 0.26% −0.05
ADBE Adobe Inc. Add +1.8% 0.45% −0.05
AMGN Amgen Inc. Add +6.2% 0.39% −0.05
TMO Thermo Fisher Scientific Inc. Add +0.1% 0.40% −0.06
IDEV iShares Core MSCI Dev MKTS Add +1.2% 2.79% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 162$1.1BVOO, QQQ, AROW, IJH, IJR
Q1 2026 157$994.0MVOO, QQQ, AROW, IJH, IJR
Q4 2025 159$1.0BVOO, QQQ, AROW, IJH, IDEV
Q3 2025 160$978.0MVOO, QQQ, IJH, AROW, IJR
Q2 2025 160$949.7MVOO, QQQ, IJH, AROW, IJR
Q1 2025 155$894.5MVOO, QQQ, IJH, AROW, SPYV
Q4 2024 167$1.1BVOO, QQQ, AROW, IJH, IJR
Q3 2024 340$1.1BVOO, QQQ, AROW, IJH, IJR
Q2 2024 336$1.0BVOO, QQQ, IJH, AROW, IJR
Q1 2024 333$1.0BVOO, IJR, IJH, SPYV, AROW