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Arbor Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arbor Investment Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9M Buy
37,111
+16
+0% +$3.73K 1.02% 18
2026
Q1 		$7.93M Buy
37,095
+54
+0.1% +$11.8K 1.03% 17
2025
Q4 		$7.79M Buy
37,041
+62
+0.2% +$12.8K 1.03% 17
2025
Q3 		$7.53M Sell
36,979
-1,875
-5% -$373K 0.96% 18
2025
Q2 		$7.55M Sell
38,854
-562
-1% -$104K 0.97% 18
2025
Q1 		$7.42M Buy
39,416
+181
+0.5% +$34.5K 1.01% 17
2024
Q4 		$7.26M Buy
39,235
+330
+0.8% +$63.3K 1.02% 17
2024
Q3 		$7.38M Sell
38,905
-72
-0.2% -$13.1K 0.98% 19
2024
Q2 		$6.8M Sell
38,977
-118
-0.3% -$20.6K 0.99% 18
2024
Q1 		$7M Buy
39,095
+116
+0.3% +$19.6K 1.03% 19
2023
Q4 		$6.44M Buy
38,979
+101
+0.3% +$15.6K 1.01% 20
2023
Q3 		$5.9M Sell
38,878
-322
-0.8% -$51.1K 1.03% 19
2023
Q2 		$6.19M Sell
39,200
-329
-0.8% -$50.3K 1.09% 19
2023
Q1 		$6.02M Buy
39,529
+3,413
+9% +$527K 1.11% 19
2022
Q4 		$5.48M Buy
36,116
+4,010
+12% +$600K 1.12% 19
2022
Q3 		$4.37M Sell
32,106
-340
-1% -$51.1K 1.06% 18
2022
Q2 		$4.7M Sell
32,446
-11,184
-26% -$1.75M 1.01% 19
2022
Q1 		$7.24M Buy
43,630
+5,551
+15% +$912K 1.38% 15
2021
Q4 		$6.39M Buy
38,079
+1,308
+4% +$214K 1.2% 17
2021
Q3 		$5.75M Buy
36,771
+5,004
+16% +$802K 1.16% 16
2021
Q2 		$5.04M Sell
31,767
-521
-2% -$82.5K 1.06% 16
2021
Q1 		$4.89M Sell
32,288
-3,587
-10% -$519K 1.1% 16
2020
Q4 		$4.91M Hold
35,875
– – 1.12% 17
2020
Q3 		$4.24M Buy
35,875
+44
+0.1% +$5.22K 1.11% 18
2020
Q2 		$4.04M Buy
35,831
+1,950
+6% +$214K 1.11% 17
2020
Q1 		$3.36M Buy
33,881
+2,228
+7% +$278K 1.11% 16
2019
Q4 		$4.32M Sell
31,653
-20
-0.1% -$2.64K 1.22% 14
2019
Q3 		$4.06M Sell
31,673
-1,225
-4% -$156K 1.23% 14
2019
Q2 		$4.18M Sell
32,898
-435
-1% -$54.4K 1.31% 13
2019
Q1 		$4.12M Buy
33,333
+97
+0.3% +$11.7K 1.31% 13
2018
Q4 		$3.69M Buy
33,236
+393
+1% +$47.1K 1.35% 12
2018
Q3 		$4.16M Sell
32,843
-233
-0.7% -$29.3K 1.55% 12
2018
Q2 		$4.01M Sell
33,076
-2,325
-7% -$283K 1.59% 13
2018
Q1 		$4.25M Buy
35,401
+273
+0.8% +$34K 1.77% 10
2017
Q4 		$4.37M Sell
35,128
-249
-0.7% -$30.2K 1.91% 10
2017
Q3 		$4.19M Buy
35,377
+34
+0.1% +$3.96K 1.96% 10
2017
Q2 		$4.12M Sell
35,343
-69
-0.2% -$7.94K 2.03% 11
2017
Q1 		$4.07M Sell
35,412
-560
-2% -$64.2K 2.08% 11
2016
Q4 		$4.03M Sell
35,972
-11,137
-24% -$1.2M 2.17% 10
2016
Q3 		$4.98M Sell
47,109
-1,422
-3% -$150K 2.72% 9
2016
Q2 		$5.01M Sell
48,531
-284
-0.6% -$28.7K 2.88% 9
2016
Q1 		$4.82M Sell
48,815
-9,224
-16% -$864K 2.9% 10
2015
Q4 		$5.68M Sell
58,039
-1,234
-2% -$122K 3.4% 9
2015
Q3 		$5.53M Sell
59,273
-3,184
-5% -$316K 3.48% 9
2015
Q2 		$6.44M Sell
62,457
-1,142
-2% -$120K 3.61% 9
2015
Q1 		$6.56M Sell
63,599
-569
-0.9% -$59K 3.64% 9
2014
Q4 		$6.7M Sell
64,168
-975
-1% -$99.4K 3.78% 9
2014
Q3 		$6.52M Sell
65,143
-3,006
-4% -$304K 3.65% 9
2014
Q2 		$6.9M Sell
68,149
-342
-0.5% -$33.5K 3.68% 9
2014
Q1 		$6.61M Buy
68,491
+3,441
+5% +$322K 3.78% 10
2013
Q4 		$6.13M Sell
65,050
-2,832
-4% -$257K 3.69% 9
2013
Q3 		$5.85M Buy
67,882
+11,733
+21% +$1.02M 3.79% 9
2013
Q2 		$4.71M Buy
+56,149
New +$4.68M 3.3% 10

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Arbor Investment Advisors's IWD Position: Q2 2026 in Review

Arbor Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, buying an estimated $3.73K and bringing the position to 37,111 shares worth $9M. The position accounts for 1.02% of the portfolio, ranked #18.

Arbor Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Arbor Investment Advisors held 37,111 shares of iShares Russell 1000 Value ETF worth $9M as of Q2 2026.
  • Arbor Investment Advisors bought 16 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.73K.
  • iShares Russell 1000 Value ETF made up 1.02% of Arbor Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Arbor Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.