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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Hold	1,497	–	–	0.03%	125
2026 Q1	$218K	Hold	1,497	–	–	0.03%	106
2025 Q4	$211K	Hold	1,497	–	–	0.03%	106
2025 Q3	$209K	Buy	+1,497	New	+$205K	0.03%	123
2025 Q1	–	Sell	-2,497	Closed	-$323K	–	115
2024 Q4	$323K	Hold	2,497	–	–	0.05%	75
2024 Q3	$330K	Hold	2,497	–	–	0.04%	83
2024 Q2	$302K	Hold	2,497	–	–	0.04%	74
2024 Q1	$313K	Hold	2,497	–	–	0.05%	82
2023 Q4	$290K	Hold	2,497	–	–	0.05%	81
2023 Q3	$261K	Hold	2,497	–	–	0.05%	82
2023 Q2	$274K	Hold	2,497	–	–	0.05%	82
2023 Q1	$265K	Hold	2,497	–	–	0.05%	84
2022 Q4	$263K	Hold	2,497	–	–	0.05%	84
2022 Q3	$240K	Hold	2,497	–	–	0.06%	65
2022 Q2	$254K	Hold	2,497	–	–	0.05%	85
2022 Q1	$299K	Hold	2,497	–	–	0.06%	89
2021 Q4	$306K	Buy	2,497 +5	+0.2%	+$597	0.06%	85
2021 Q3	$282K	Buy	2,492 +5	+0.2%	+$579	0.06%	81
2021 Q2	$286K	Sell	2,487 -233	-9%	-$26.7K	0.06%	84
2021 Q1	$297K	Buy	2,720 +4	+0.1%	+$417	0.07%	73
2020 Q4	$263K	Buy	2,716 +6	+0.2%	+$541	0.06%	76
2020 Q3	$219K	Buy	2,710 +6	+0.2%	+$486	0.06%	81
2020 Q2	$207K	Buy	+2,704	New	+$197K	0.06%	80

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Arbor Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,497 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #125.

Arbor Investment Advisors first reported a position in IWS in Q2 2020 and has held it in 23 quarters since. The position peaked at $330K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Arbor Investment Advisors held 1,497 shares of iShares Russell Mid-Cap Value ETF worth $246K as of Q2 2026.
Arbor Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Arbor Investment Advisors's portfolio in Q2 2026, its #125 holding.
Arbor Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 23 quarters since.
Arbor Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $330K in Q3 2024.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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