Arbor Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308K	Hold	2,102	–	–	0.03%	110
2026 Q1	$269K	Hold	2,102	–	–	0.04%	95
2025 Q4	$288K	Hold	2,102	–	–	0.04%	92
2025 Q3	$299K	Hold	2,102	–	–	0.04%	95
2025 Q2	$292K	Hold	2,102	–	–	0.04%	84
2025 Q1	$247K	Hold	2,102	–	–	0.03%	97
2024 Q4	$266K	Hold	2,102	–	–	0.04%	85
2024 Q3	$247K	Hold	2,102	–	–	0.03%	104
2024 Q2	$232K	Hold	2,102	–	–	0.03%	90
2024 Q1	$240K	Buy	+2,102	New	+$227K	0.04%	102

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Arbor Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,102 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #110.

Arbor Investment Advisors first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Arbor Investment Advisors held 2,102 shares of iShares Russell Mid-Cap Growth ETF worth $308K as of Q2 2026.
Arbor Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Arbor Investment Advisors's portfolio in Q2 2026, its #110 holding.
Arbor Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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