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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Hold	3,099	–	–	0.04%	101
2026 Q1	$301K	Hold	3,099	–	–	0.04%	84
2025 Q4	$298K	Hold	3,099	–	–	0.04%	86
2025 Q3	$299K	Hold	3,099	–	–	0.04%	96
2025 Q2	$285K	Hold	3,099	–	–	0.04%	87
2025 Q1	$264K	Sell	3,099 -956	-24%	-$85.3K	0.04%	94
2024 Q4	$358K	Sell	4,055 -106	-3%	-$9.62K	0.05%	68
2024 Q3	$367K	Hold	4,161	–	–	0.05%	78
2024 Q2	$337K	Hold	4,161	–	–	0.05%	68
2024 Q1	$350K	Hold	4,161	–	–	0.05%	75
2023 Q4	$323K	Hold	4,161	–	–	0.05%	74
2023 Q3	$288K	Hold	4,161	–	–	0.05%	76
2023 Q2	$304K	Hold	4,161	–	–	0.05%	75
2023 Q1	$291K	Buy	4,161 +880	+27%	+$62.1K	0.05%	77
2022 Q4	$221K	Sell	3,281 -738	-18%	-$49.8K	0.05%	94
2022 Q3	$250K	Hold	4,019	–	–	0.06%	61
2022 Q2	$260K	Hold	4,019	–	–	0.06%	84
2022 Q1	$314K	Sell	4,019 -79	-2%	-$6.08K	0.06%	84
2021 Q4	$340K	Buy	4,098 +3	+0.1%	+$246	0.06%	77
2021 Q3	$320K	Buy	4,095 +4	+0.1%	+$320	0.06%	76
2021 Q2	$324K	Sell	4,091 -193	-5%	-$15K	0.07%	76
2021 Q1	$317K	Buy	4,284 +2	+0%	+$145	0.07%	72
2020 Q4	$294K	Buy	4,282 +180	+4%	+$11.5K	0.07%	71
2020 Q3	$235K	Buy	4,102 +4	+0.1%	+$228	0.06%	79
2020 Q2	$220K	Buy	+4,098	New	+$205K	0.06%	78
2020 Q1	–	Sell	-4,759	Closed	-$284K	–	83
2019 Q4	$284K	Sell	4,759 -395	-8%	-$22.7K	0.08%	70
2019 Q3	$288K	Buy	5,154 +4	+0.1%	+$224	0.09%	67
2019 Q2	$288K	Buy	5,150 +139	+3%	+$7.63K	0.09%	65
2019 Q1	$270K	Buy	+5,011	New	+$260K	0.09%	63

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Arbor Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,099 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #101.

Arbor Investment Advisors first reported a position in IWR in Q1 2019 and has held it in 29 quarters since. The position peaked at $367K in Q3 2024. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Arbor Investment Advisors held 3,099 shares of iShares Russell Mid-Cap ETF worth $342K as of Q2 2026.
Arbor Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Arbor Investment Advisors's portfolio in Q2 2026, its #101 holding.
Arbor Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Arbor Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $367K in Q3 2024.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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