Arbor Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Arbor Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$541K	Hold	1,322	–	–	0.33%	39
2026 Q1	$471K	Hold	1,322	–	–	0.33%	39
2025 Q4	$494K	Sell	1,322 -97	-7%	-$35.9K	0.35%	38
2025 Q3	$519K	Hold	1,419	–	–	0.39%	35
2025 Q2	$482K	Hold	1,419	–	–	0.39%	36
2025 Q1	$435K	Sell	1,419 -153	-10%	-$49.5K	0.39%	35
2024 Q4	$506K	Sell	1,572 -112	-7%	-$36.3K	0.45%	31
2024 Q3	$529K	Hold	1,684	–	–	0.48%	30
2024 Q2	$501K	Hold	1,684	–	–	0.49%	30
2024 Q1	$485K	Hold	1,684	–	–	0.46%	31
2023 Q4	$442K	Buy	+1,684	New	+$412K	0.45%	33

Other funds holding IWB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Arbor Wealth Advisors's IWB Position: Q2 2026 in Review

Arbor Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,322 shares worth $541K. The position accounts for 0.33% of the portfolio, ranked #39.

Arbor Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Arbor Wealth Advisors held 1,322 shares of iShares Russell 1000 ETF worth $541K as of Q2 2026.
Arbor Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.33% of Arbor Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Arbor Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.