IWB — iShares Russell 1000 ETF

Ownership history in Arbor Investment Advisors, LLC  ·  50 quarters on record

This page tracks every 13F SEC filing in which Arbor Investment Advisors, LLC reported a position in iShares Russell 1000 ETF (IWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
18.12% (2021 Q2)
Avg. % of fund
14.6%
First filed
2013 Q3
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 291,167 -10,462 -3.5% 14.31% $108.7M $373.44
2025 Q3 REDUCED 301,629 -45,047 -13.0% 14.00% $110.2M $364.40
2025 Q2 ADDED 346,676 +1,660 +0.5% 15.08% $117.7M $337.67
2025 Q1 REDUCED 345,016 -692 -0.2% 14.38% $105.8M $304.25
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01% Capstone Financial Advisors, Inc. 3Y 7Y 12.9%
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