ARK & TLK Investments’s iShares Russell 1000 ETF IWB Stock Holding History

ARK & TLK Investments’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	$1.36M	Hold	3,331	–	–	0.34%	41
2026 Q1	$1.19M	Hold	3,331	–	–	0.32%	42
2025 Q4	$1.24M	Hold	3,331	–	–	0.34%	39
2025 Q3	$1.22M	Sell	3,331 -3,586	-52%	-$1.26M	0.39%	39
2025 Q2	$2.35M	Buy	6,917 +2	+0%	+$628	0.75%	23
2025 Q1	$2.12M	Buy	6,915 +3	+0%	+$970	0.75%	23
2024 Q4	$2.23M	Buy	6,912 +4	+0.1%	+$1.3K	0.77%	21
2024 Q3	$2.17M	Buy	6,908 +4	+0.1%	+$1.21K	0.77%	21
2024 Q2	$2.05M	Buy	6,904 +3	+0%	+$861	0.77%	20
2024 Q1	$1.99M	Buy	6,901 +3	+0%	+$822	0.78%	20
2023 Q4	$1.81M	Buy	+6,898	New	+$1.69M	0.72%	23

Other funds holding IWB

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

ARK & TLK Investments's IWB Position: Q2 2026 in Review

ARK & TLK Investments held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,331 shares worth $1.36M. The position accounts for 0.34% of the portfolio, ranked #41.

ARK & TLK Investments first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q2 2025. 506 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

ARK & TLK Investments held 3,331 shares of iShares Russell 1000 ETF worth $1.36M as of Q2 2026.
ARK & TLK Investments left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.34% of ARK & TLK Investments's portfolio in Q2 2026, its #41 holding.
ARK & TLK Investments first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
ARK & TLK Investments's iShares Russell 1000 ETF position peaked at $2.35M in Q2 2025.
506 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.