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Arlington Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Arlington Trust’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
Q3 		$4.58K Hold
11
– – ﹤0.01% 652
2026
Q2 		$4.5K Hold
11
– – ﹤0.01% 575
2026
Q1 		$3.92K Hold
11
– – ﹤0.01% 565
2025
Q4 		$4.11K Hold
11
– – ﹤0.01% 386
2025
Q3 		$4.02K Hold
11
– – ﹤0.01% 535
2025
Q2 		$3.74K Hold
11
– – ﹤0.01% 544
2025
Q1 		$3.37K Hold
11
– – ﹤0.01% 576
2024
Q4 		$3.54K Hold
11
– – ﹤0.01% 522
2024
Q3 		$3.46K Hold
11
– – ﹤0.01% 510
2024
Q2 		$3.27K Hold
11
– – ﹤0.01% 503
2024
Q1 		$3.17K Buy
+11
New +$3.02K ﹤0.01% 449

Other funds holding IWB

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Arlington Trust's IWB Position: Q3 2026 in Review

Arlington Trust held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 11 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Arlington Trust first reported a position in IWB in Q1 2024 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Arlington Trust held 11 shares of iShares Russell 1000 ETF worth $4.58K as of Q3 2026.
  • Arlington Trust left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #652 holding.
  • Arlington Trust first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 11 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.