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Arbor Trust Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Arbor Trust Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.95M Sell
11,909
-38
-0.3% -$9.8K 1.3% 29
2025
Q4 		$2.94M Buy
11,947
+2
+0% +$492 1.29% 30
2025
Q3 		$2.89M Sell
11,945
-276
-2% -$63.3K 1.3% 29
2025
Q2 		$2.64M Sell
12,221
-177
-1% -$35.6K 1.29% 30
2025
Q1 		$2.47M Sell
12,398
-36
-0.3% -$7.81K 1.16% 31
2024
Q4 		$2.75M Sell
12,434
-282
-2% -$64.3K 1.29% 27
2024
Q3 		$2.58M Hold
12,716
– – 1.35% 24
2024
Q2 		$2.58M Sell
12,716
-43
-0.3% -$8.69K 1.35% 24
2024
Q1 		$2.56M Buy
12,759
+45
+0.4% +$8.98K 1.41% 24
2023
Q4 		$2.55M Sell
12,714
-45
-0.4% -$8.06K 1.52% 23
2023
Q3 		$2.27M Sell
12,759
-260
-2% -$48.8K 1.49% 25
2023
Q2 		$2.44M Sell
13,019
-16
-0.1% -$2.85K 1.55% 22
2023
Q1 		$2.33M Sell
13,035
-23
-0.2% -$4.24K 1.53% 23
2022
Q4 		$2.28M Buy
13,058
+12
+0.1% +$2.13K 1.57% 24
2022
Q3 		$2.15M Sell
13,046
-88
-0.7% -$16.1K 1.63% 22
2022
Q2 		$2.22M Buy
13,134
+58
+0.4% +$10.7K 1.55% 22
2022
Q1 		$2.68M Buy
13,076
+8
+0.1% +$1.63K 1.61% 21
2021
Q4 		$2.91M Buy
13,068
+173
+1% +$39.1K 1.68% 21
2021
Q3 		$2.82M Sell
12,895
-290
-2% -$64.3K 1.76% 20
2021
Q2 		$3.02M Buy
13,185
+2
+0% +$450 1.9% 17
2021
Q1 		$2.91M Buy
13,183
+135
+1% +$29.5K 1.95% 17
2020
Q4 		$2.56M Buy
13,048
+32
+0.2% +$5.6K 1.86% 15
2020
Q3 		$1.95M Sell
13,016
-23
-0.2% -$3.46K 1.69% 19
2020
Q2 		$1.87M Buy
13,039
+178
+1% +$23.4K 1.69% 20
2020
Q1 		$1.47M Sell
12,861
-163
-1% -$24.3K 1.56% 24
2019
Q4 		$2.16M Buy
+13,024
New +$2.06M 1.85% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Arbor Trust Wealth Advisors's IWM Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.32% in Q1 2026, selling an estimated $9.8K and leaving 11,909 shares worth $2.95M. The position accounts for 1.3% of the portfolio, ranked #29.

Arbor Trust Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.02M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Arbor Trust Wealth Advisors held 11,909 shares of iShares Russell 2000 ETF worth $2.95M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 38 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.8K.
  • iShares Russell 2000 ETF made up 1.3% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Arbor Trust Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's iShares Russell 2000 ETF position peaked at $3.02M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.