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 Q3	$525K	Sell	1,262 -60	-5%	-$24.9K	0.33%	40
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Arbor Wealth Advisors's IWB Position: Q3 2026 in Review

Arbor Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 4.5% in Q3 2026, selling an estimated $24.9K and leaving 1,262 shares worth $525K. The position accounts for 0.33% of the portfolio, ranked #40.

Arbor Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 12 quarters since. The position peaked at $541K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Arbor Wealth Advisors held 1,262 shares of iShares Russell 1000 ETF worth $525K as of Q3 2026.
Arbor Wealth Advisors sold 60 iShares Russell 1000 ETF shares in Q3 2026, an estimated $24.9K.
iShares Russell 1000 ETF made up 0.33% of Arbor Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Arbor Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 12 quarters since.
Arbor Wealth Advisors's iShares Russell 1000 ETF position peaked at $541K in Q2 2026.
955 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.