Arbor Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104M | Sell |
290,982
-185
| -0.1% | -$68.9K | 13.51% | 1 |
|
|
2025
Q4 | $109M | Sell |
291,167
-10,462
| -3% | -$3.88M | 14.31% | 1 |
|
|
2025
Q3 | $110M | Sell |
301,629
-45,047
| -13% | -$15.9M | 14% | 1 |
|
|
2025
Q2 | $118M | Buy |
346,676
+1,660
| +0.5% | +$521K | 15.08% | 1 |
|
|
2025
Q1 | $106M | Sell |
345,016
-692
| -0.2% | -$224K | 14.38% | 1 |
|
|
2024
Q4 | $111M | Sell |
345,708
-4,685
| -1% | -$1.52M | 15.63% | 1 |
|
|
2024
Q3 | $110M | Sell |
350,393
-2,283
| -0.6% | -$691K | 14.59% | 1 |
|
|
2024
Q2 | $105M | Sell |
352,676
-3,824
| -1% | -$1.1M | 15.34% | 1 |
|
|
2024
Q1 | $103M | Sell |
356,500
-1,755
| -0.5% | -$481K | 15.03% | 1 |
|
|
2023
Q4 | $94M | Buy |
358,255
+1,730
| +0.5% | +$424K | 14.7% | 1 |
|
|
2023
Q3 | $83.8M | Buy |
356,525
+1,299
| +0.4% | +$318K | 14.63% | 1 |
|
|
2023
Q2 | $86.6M | Sell |
355,226
-543
| -0.2% | -$125K | 15.25% | 1 |
|
|
2023
Q1 | $80.1M | Sell |
355,769
-1,983
| -0.6% | -$436K | 14.75% | 1 |
|
|
2022
Q4 | $75.3M | Sell |
357,752
-3,633
| -1% | -$769K | 15.42% | 1 |
|
|
2022
Q3 | $71.3M | Buy |
361,385
+6,289
| +2% | +$1.38M | 17.26% | 1 |
|
|
2022
Q2 | $73.8M | Sell |
355,096
-6,808
| -2% | -$1.54M | 15.79% | 1 |
|
|
2022
Q1 | $90.5M | Sell |
361,904
-3,938
| -1% | -$972K | 17.27% | 1 |
|
|
2021
Q4 | $96.7M | Sell |
365,842
-1,230
| -0.3% | -$317K | 18.08% | 1 |
|
|
2021
Q3 | $88.7M | Buy |
367,072
+12,417
| +4% | +$3.09M | 17.87% | 1 |
|
|
2021
Q2 | $85.9M | Sell |
354,655
-2,736
| -0.8% | -$645K | 18.12% | 1 |
|
|
2021
Q1 | $80M | Sell |
357,391
-1,845
| -0.5% | -$404K | 17.98% | 1 |
|
|
2020
Q4 | $76.1M | Sell |
359,236
-337
| -0.1% | -$67.3K | 17.44% | 1 |
|
|
2020
Q3 | $67.3M | Sell |
359,573
-1,927
| -0.5% | -$356K | 17.57% | 1 |
|
|
2020
Q2 | $62.1M | Buy |
361,500
+52,020
| +17% | +$8.42M | 17.1% | 1 |
|
|
2020
Q1 | $43.8M | Buy |
309,480
+61,466
| +25% | +$10.4M | 14.48% | 1 |
|
|
2019
Q4 | $44.3M | Buy |
248,014
+4,043
| +2% | +$690K | 12.48% | 2 |
|
|
2019
Q3 | $40.1M | Buy |
243,971
+9,477
| +4% | +$1.56M | 12.2% | 2 |
|
|
2019
Q2 | $38.2M | Sell |
234,494
-494
| -0.2% | -$79.1K | 11.95% | 2 |
|
|
2019
Q1 | $37M | Buy |
234,988
+568
| +0.2% | +$85.9K | 11.78% | 3 |
|
|
2018
Q4 | $32.5M | Buy |
234,420
+21,570
| +10% | +$3.23M | 11.85% | 3 |
|
|
2018
Q3 | $34.4M | Buy |
212,850
+1,074
| +0.5% | +$170K | 12.79% | 2 |
|
|
2018
Q2 | $32.2M | Buy |
211,776
+4,843
| +2% | +$730K | 12.71% | 2 |
|
|
2018
Q1 | $30.4M | Sell |
206,933
-1,502
| -0.7% | -$228K | 12.69% | 2 |
|
|
2017
Q4 | $31M | Sell |
208,435
-2,775
| -1% | -$402K | 13.52% | 2 |
|
|
2017
Q3 | $29.5M | Buy |
211,210
+3,538
| +2% | +$485K | 13.81% | 2 |
|
|
2017
Q2 | $28.1M | Buy |
207,672
+972
| +0.5% | +$130K | 13.86% | 2 |
|
|
2017
Q1 | $27.1M | Sell |
206,700
-6,906
| -3% | -$894K | 13.88% | 2 |
|
|
2016
Q4 | $26.6M | Buy |
213,606
+1,967
| +0.9% | +$239K | 14.29% | 2 |
|
|
2016
Q3 | $25.5M | Sell |
211,639
-2,768
| -1% | -$333K | 13.95% | 2 |
|
|
2016
Q2 | $25.1M | Buy |
214,407
+3,494
| +2% | +$403K | 14.38% | 2 |
|
|
2016
Q1 | $24.1M | Buy |
210,913
+4,575
| +2% | +$494K | 14.46% | 2 |
|
|
2015
Q4 | $23.4M | Sell |
206,338
-2,467
| -1% | -$282K | 13.98% | 3 |
|
|
2015
Q3 | $22.4M | Sell |
208,805
-3,114
| -1% | -$354K | 14.06% | 3 |
|
|
2015
Q2 | $24.6M | Sell |
211,919
-1,868
| -0.9% | -$220K | 13.77% | 3 |
|
|
2015
Q1 | $24.8M | Buy |
213,787
+2,195
| +1% | +$253K | 13.74% | 3 |
|
|
2014
Q4 | $24.3M | Sell |
211,592
-5,140
| -2% | -$576K | 13.68% | 3 |
|
|
2014
Q3 | $23.8M | Buy |
216,732
+1,610
| +0.7% | +$178K | 13.34% | 3 |
|
|
2014
Q2 | $23.7M | Sell |
215,122
-4,175
| -2% | -$444K | 12.63% | 3 |
|
|
2014
Q1 | $23M | Buy |
219,297
+4,426
| +2% | +$455K | 13.15% | 3 |
|
|
2013
Q4 | $22.2M | Sell |
214,871
-2,445
| -1% | -$242K | 13.35% | 3 |
|
|
2013
Q3 | $20.5M | Sell |
217,316
-28,999
| -12% | -$2.71M | 13.24% | 3 |
|
|
2013
Q2 | $22.2M | Buy |
+246,315
| New | +$22.1M | 15.56% | 2 |
|
Other funds holding IWB
Arbor Investment Advisors's IWB Position: Q1 2026 in Review
Arbor Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.06% in Q1 2026, selling an estimated $68.9K and leaving 290,982 shares worth $104M. The position accounts for 13.51% of the portfolio, ranked #1.
Arbor Investment Advisors first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Arbor Investment Advisors held 290,982 shares of iShares Russell 1000 ETF worth $104M as of Q1 2026.
- Arbor Investment Advisors sold 185 iShares Russell 1000 ETF shares in Q1 2026, an estimated $68.9K.
- iShares Russell 1000 ETF made up 13.51% of Arbor Investment Advisors's portfolio in Q1 2026, its #1 holding.
- Arbor Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
- Arbor Investment Advisors's iShares Russell 1000 ETF position peaked at $118M in Q2 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Arbor Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.