Arbor Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-811	Closed	-$250K	–	118
2024 Q2	$250K	Hold	811	–	–	0.04%	85
2024 Q1	$243K	Hold	811	–	–	0.04%	97
2023 Q4	$222K	Buy	+811	New	+$207K	0.03%	97
2023 Q3	–	Sell	-811	Closed	-$206K	–	105
2023 Q2	$206K	Buy	+811	New	+$195K	0.04%	103
2022 Q2	–	Sell	-811	Closed	-$213K	–	110
2022 Q1	$213K	Hold	811	–	–	0.04%	114
2021 Q4	$225K	Hold	811	–	–	0.04%	104
2021 Q3	$207K	Hold	811	–	–	0.04%	101
2021 Q2	$208K	Buy	+811	New	+$202K	0.04%	104
2015 Q1	–	Sell	-4,314	Closed	-$528K	–	47
2014 Q4	$528K	Buy	4,314 +15	+0.3%	+$1.79K	0.3%	26
2014 Q3	$502K	Buy	4,299 +26	+0.6%	+$3.06K	0.28%	28
2014 Q2	$503K	Hold	4,273	–	–	0.27%	30
2014 Q1	$480K	Sell	4,273 -73	-2%	-$8.06K	0.27%	31
2013 Q4	$481K	Sell	4,346 -5	-0.1%	-$531	0.29%	31
2013 Q3	$440K	Buy	4,351 +28	+0.6%	+$2.81K	0.28%	31
2013 Q2	$417K	Buy	+4,323	New	+$414K	0.29%	29

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arbor Investment Advisors's IWV Position: Q3 2024 in Review

Arbor Investment Advisors sold out of iShares Russell 3000 ETF (IWV) in Q3 2024, closing a stake of 811 shares — an estimated $250K sold.

Arbor Investment Advisors first reported a position in IWV in Q2 2013 and held it in 15 quarters. The position peaked at $528K in Q4 2014. 782 funds tracked by Wall St. Rank hold IWV as of Q3 2024.

Arbor Investment Advisors reported no remaining iShares Russell 3000 ETF position as of Q3 2024 after selling out during the quarter.
Arbor Investment Advisors sold 811 iShares Russell 3000 ETF shares in Q3 2024, an estimated $250K.
Arbor Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 15 quarters.
Arbor Investment Advisors's iShares Russell 3000 ETF position peaked at $528K in Q4 2014.
782 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2024.

Based on Arbor Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.