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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$474K	Hold	1,910	–	–	0.29%	42
2026 Q2	$463K	Hold	1,910	–	–	0.28%	45
2026 Q1	$408K	Hold	1,910	–	–	0.29%	44
2025 Q4	$402K	Hold	1,910	–	–	0.29%	45
2025 Q3	$389K	Hold	1,910	–	–	0.29%	44
2025 Q2	$371K	Hold	1,910	–	–	0.3%	40
2025 Q1	$359K	Hold	1,910	–	–	0.32%	41
2024 Q4	$354K	Hold	1,910	–	–	0.32%	43
2024 Q3	$363K	Hold	1,910	–	–	0.33%	36
2024 Q2	$333K	Hold	1,910	–	–	0.33%	37
2024 Q1	$342K	Hold	1,910	–	–	0.32%	37
2023 Q4	$316K	Buy	+1,910	New	+$295K	0.32%	37

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

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

Arbor Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,910 shares worth $474K. The position accounts for 0.29% of the portfolio, ranked #42.

Arbor Wealth Advisors first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 602 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Arbor Wealth Advisors held 1,910 shares of iShares Russell 1000 Value ETF worth $474K as of Q3 2026.
Arbor Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.29% of Arbor Wealth Advisors's portfolio in Q3 2026, its #42 holding.
Arbor Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
602 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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