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 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 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

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

Arbor Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,910 shares worth $463K. The position accounts for 0.28% of the portfolio, ranked #45.

Arbor Wealth Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 426 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Arbor Wealth Advisors held 1,910 shares of iShares Russell 1000 Value ETF worth $463K as of Q2 2026.
Arbor Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.28% of Arbor Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Arbor Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
426 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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