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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
Q2 		$3.34M Sell
11,129
-780
-7% -$219K 1.35% 28
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arbor Trust Wealth Advisors's IWM Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q2 2026, selling an estimated $219K and leaving 11,129 shares worth $3.34M. The position accounts for 1.35% of the portfolio, ranked #28.

Arbor Trust Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Arbor Trust Wealth Advisors held 11,129 shares of iShares Russell 2000 ETF worth $3.34M as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 780 iShares Russell 2000 ETF shares in Q2 2026, an estimated $219K.
  • iShares Russell 2000 ETF made up 1.35% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Arbor Trust Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.