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Arbor Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Arbor Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4M Sell
44,714
-234
-0.5% -$65.8K 1.52% 14
2026
Q1 		$11.1M Sell
44,948
-221
-0.5% -$57K 1.45% 14
2025
Q4 		$11.1M Sell
45,169
-2,228
-5% -$548K 1.46% 15
2025
Q3 		$11.5M Sell
47,397
-7,098
-13% -$1.63M 1.46% 15
2025
Q2 		$11.8M Buy
54,495
+1,368
+3% +$275K 1.51% 14
2025
Q1 		$10.6M Buy
53,127
+2,921
+6% +$634K 1.44% 14
2024
Q4 		$11.1M Sell
50,206
-640
-1% -$146K 1.56% 14
2024
Q3 		$11.2M Sell
50,846
-427
-0.8% -$91.4K 1.49% 15
2024
Q2 		$10.4M Sell
51,273
-77
-0.1% -$15.6K 1.52% 14
2024
Q1 		$10.8M Buy
51,350
+81
+0.2% +$16.2K 1.58% 13
2023
Q4 		$10.3M Buy
51,269
+568
+1% +$102K 1.61% 15
2023
Q3 		$8.96M Buy
50,701
+937
+2% +$176K 1.57% 15
2023
Q2 		$9.32M Buy
49,764
+574
+1% +$102K 1.64% 15
2023
Q1 		$8.78M Buy
49,190
+1,178
+2% +$217K 1.62% 15
2022
Q4 		$8.37M Buy
48,012
+1,355
+3% +$241K 1.71% 14
2022
Q3 		$7.7M Buy
46,657
+488
+1% +$89K 1.86% 11
2022
Q2 		$7.82M Sell
46,169
-147
-0.3% -$27.1K 1.67% 14
2022
Q1 		$9.51M Sell
46,316
-265
-0.6% -$54.1K 1.81% 13
2021
Q4 		$10.4M Sell
46,581
-14
-0% -$3.16K 1.94% 12
2021
Q3 		$10.2M Sell
46,595
-39
-0.1% -$8.65K 2.05% 12
2021
Q2 		$10.7M Sell
46,634
-2,215
-5% -$498K 2.26% 10
2021
Q1 		$10.8M Sell
48,849
-2,936
-6% -$641K 2.43% 10
2020
Q4 		$10.2M Sell
51,785
-869
-2% -$152K 2.33% 11
2020
Q3 		$7.89M Sell
52,654
-395
-0.7% -$59.4K 2.06% 12
2020
Q2 		$7.6M Buy
53,049
+6,286
+13% +$825K 2.09% 12
2020
Q1 		$5.35M Sell
46,763
-3,836
-8% -$572K 1.77% 12
2019
Q4 		$8.38M Buy
50,599
+810
+2% +$128K 2.36% 10
2019
Q3 		$7.54M Buy
49,789
+1,414
+3% +$216K 2.29% 10
2019
Q2 		$7.52M Buy
48,375
+957
+2% +$148K 2.35% 10
2019
Q1 		$7.26M Buy
47,418
+229
+0.5% +$34.4K 2.31% 10
2018
Q4 		$6.32M Buy
47,189
+5,715
+14% +$853K 2.3% 10
2018
Q3 		$6.99M Buy
41,474
+345
+0.8% +$58.2K 2.6% 9
2018
Q2 		$6.74M Sell
41,129
-535
-1% -$85.6K 2.66% 9
2018
Q1 		$6.33M Sell
41,664
-143
-0.3% -$22.1K 2.64% 8
2017
Q4 		$6.37M Sell
41,807
-124
-0.3% -$18.6K 2.78% 8
2017
Q3 		$6.21M Sell
41,931
-537
-1% -$75.6K 2.91% 8
2017
Q2 		$5.99M Sell
42,468
-649
-2% -$89.8K 2.95% 8
2017
Q1 		$5.93M Sell
43,117
-2,888
-6% -$395K 3.03% 8
2016
Q4 		$6.2M Sell
46,005
-2,704
-6% -$346K 3.34% 8
2016
Q3 		$6.05M Sell
48,709
-3,628
-7% -$441K 3.31% 8
2016
Q2 		$6.02M Sell
52,337
-2,273
-4% -$256K 3.45% 7
2016
Q1 		$6.04M Sell
54,610
-4,992
-8% -$517K 3.63% 7
2015
Q4 		$6.71M Sell
59,602
-540
-0.9% -$62.3K 4.01% 7
2015
Q3 		$6.57M Sell
60,142
-8,469
-12% -$1M 4.13% 7
2015
Q2 		$8.57M Sell
68,611
-1,188
-2% -$148K 4.8% 7
2015
Q1 		$8.68M Sell
69,799
-441
-0.6% -$53.2K 4.82% 7
2014
Q4 		$8.4M Sell
70,240
-732
-1% -$83.7K 4.74% 6
2014
Q3 		$7.76M Buy
70,972
+295
+0.4% +$33.8K 4.35% 7
2014
Q2 		$8.4M Buy
70,677
+1,937
+3% +$220K 4.48% 6
2014
Q1 		$8M Sell
68,740
-562
-0.8% -$64.8K 4.58% 6
2013
Q4 		$8M Sell
69,302
-3,460
-5% -$382K 4.81% 6
2013
Q3 		$7.76M Buy
72,762
+273
+0.4% +$28.2K 5.02% 7
2013
Q2 		$7.03M Buy
+72,489
New +$6.92M 4.94% 7

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Arbor Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.52% in Q2 2026, selling an estimated $65.8K and leaving 44,714 shares worth $13.4M. The position accounts for 1.52% of the portfolio, ranked #14.

Arbor Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Arbor Investment Advisors held 44,714 shares of iShares Russell 2000 ETF worth $13.4M as of Q2 2026.
  • Arbor Investment Advisors sold 234 iShares Russell 2000 ETF shares in Q2 2026, an estimated $65.8K.
  • iShares Russell 2000 ETF made up 1.52% of Arbor Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Arbor Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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