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 Q3	$570K	Hold	5,337	–	–	0.35%	36
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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

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

Arbor Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 5,337 shares worth $570K. The position accounts for 0.35% of the portfolio, ranked #36.

Arbor Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $589K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Arbor Wealth Advisors held 5,337 shares of iShares Russell Mid-Cap ETF worth $570K as of Q3 2026.
Arbor Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.35% of Arbor Wealth Advisors's portfolio in Q3 2026, its #36 holding.
Arbor Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Arbor Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $589K in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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