Arlington Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arlington Trust’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	$448K	Hold	1,849	–	–	0.04%	67
2026 Q1	$395K	Sell	1,849 -601	-25%	-$132K	0.03%	64
2025 Q4	$515K	Sell	2,450 -240	-9%	-$49.6K	0.05%	49
2025 Q3	$548K	Hold	2,690	–	–	0.1%	89
2025 Q2	$522K	Hold	2,690	–	–	0.1%	92
2025 Q1	$506K	Sell	2,690 -118	-4%	-$22.5K	0.11%	95
2024 Q4	$520K	Buy	2,808 +2,568	+1,070%	+$493K	0.11%	93
2024 Q3	$45.6K	Hold	240	–	–	0.01%	342
2024 Q2	$41.9K	Buy	+240	New	+$42K	0.01%	341
2023 Q4	–	Sell	-1,428	Closed	-$217K	–	931
2023 Q3	$217K	Buy	+1,428	New	+$226K	0.09%	83

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

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

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

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return