Arbor Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$589K	Hold	5,337	–	–	0.36%	33
2026 Q1	$519K	Hold	5,337	–	–	0.36%	36
2025 Q4	$514K	Hold	5,337	–	–	0.37%	36
2025 Q3	$515K	Hold	5,337	–	–	0.38%	36
2025 Q2	$491K	Hold	5,337	–	–	0.4%	34
2025 Q1	$454K	Hold	5,337	–	–	0.4%	33
2024 Q4	$472K	Buy	+5,337	New	+$484K	0.42%	34

Other funds holding IWR

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Arbor Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,337 shares worth $589K. The position accounts for 0.36% of the portfolio, ranked #33.

Arbor Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Arbor Wealth Advisors held 5,337 shares of iShares Russell Mid-Cap ETF worth $589K as of Q2 2026.
Arbor Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.36% of Arbor Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Arbor Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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