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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
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 		$3.73K 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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Arlington Trust's IWB Position: Q2 2026 in Review

Arlington Trust held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 11 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Arlington Trust first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Arlington Trust held 11 shares of iShares Russell 1000 ETF worth $4.5K as of Q2 2026.
  • Arlington Trust left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #575 holding.
  • Arlington Trust first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 419 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.