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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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. 278 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.
278 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.