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

Arbor Investment Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Sell	1,101 -16	-1%	-$5.84K	0.05%	90
2026 Q1	$351K	Sell	1,117 -1	-0.1%	-$333	0.05%	76
2025 Q4	$361K	Sell	1,118 -2	-0.2%	-$650	0.05%	72
2025 Q3	$359K	Hold	1,120	–	–	0.05%	87
2025 Q2	$320K	Hold	1,120	–	–	0.04%	80
2025 Q1	$286K	Hold	1,120	–	–	0.04%	80
2024 Q4	$322K	Hold	1,120	–	–	0.05%	76
2024 Q3	$318K	Hold	1,120	–	–	0.04%	84
2024 Q2	$294K	Hold	1,120	–	–	0.04%	76
2024 Q1	$303K	Hold	1,120	–	–	0.04%	84
2023 Q4	$283K	Hold	1,120	–	–	0.04%	83
2023 Q3	$251K	Hold	1,120	–	–	0.04%	85
2023 Q2	$272K	Hold	1,120	–	–	0.05%	84
2023 Q1	$254K	Hold	1,120	–	–	0.05%	86
2022 Q4	$240K	Hold	1,120	–	–	0.05%	90
2022 Q3	$231K	Sell	1,120 -57	-5%	-$12.8K	0.06%	71
2022 Q2	$243K	Hold	1,177	–	–	0.05%	90
2022 Q1	$301K	Hold	1,177	–	–	0.06%	88
2021 Q4	$345K	Hold	1,177	–	–	0.06%	75
2021 Q3	$346K	Sell	1,177 -28	-2%	-$8.41K	0.07%	72
2021 Q2	$376K	Sell	1,205 -57	-5%	-$17.1K	0.08%	68
2021 Q1	$380K	Sell	1,262 -6	-0.5%	-$1.86K	0.09%	66
2020 Q4	$364K	Sell	1,268 -85	-6%	-$21.7K	0.08%	64
2020 Q3	$300K	Hold	1,353	–	–	0.08%	66
2020 Q2	$280K	Buy	+1,353	New	+$253K	0.08%	68
2020 Q1	–	Sell	-1,002	Closed	-$215K	–	82
2019 Q4	$215K	Buy	+1,002	New	+$203K	0.06%	83
2019 Q3	–	Sell	-1,002	Closed	-$201K	–	82
2019 Q2	$201K	Buy	+1,002	New	+$198K	0.06%	76
2018 Q4	–	Sell	-960	Closed	-$207K	–	56
2018 Q3	$207K	Buy	+960	New	+$205K	0.08%	55

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Arbor Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q2 2026, selling an estimated $5.84K and leaving 1,101 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #90.

Arbor Investment Advisors first reported a position in IWO in Q3 2018 and has held it in 28 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Arbor Investment Advisors held 1,101 shares of iShares Russell 2000 Growth ETF worth $434K as of Q2 2026.
Arbor Investment Advisors sold 16 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.84K.
iShares Russell 2000 Growth ETF made up 0.05% of Arbor Investment Advisors's portfolio in Q2 2026, its #90 holding.
Arbor Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 28 quarters since.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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