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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Arbor Investment Advisors's IWS Position: Q1 2026 in Review

Arbor Investment Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,497 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #106.

Arbor Investment Advisors first reported a position in IWS in Q2 2020 and has held it in 22 quarters since. The position peaked at $330K in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Arbor Investment Advisors held 1,497 shares of iShares Russell Mid-Cap Value ETF worth $218K as of Q1 2026.
  • Arbor Investment Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Arbor Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • Arbor Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 22 quarters since.
  • Arbor Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $330K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Arbor Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.