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

ARK & TLK Investments’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Hold	94,656	–	–	2.9%	7
2026 Q1	$10.1M	Hold	94,656	–	–	2.73%	7
2025 Q4	$11.2M	Sell	94,656 -1,300	-1%	-$154K	3.08%	7
2025 Q3	$11.2M	Sell	95,956 -200	-0.2%	-$22.3K	3.57%	6
2025 Q2	$10.2M	Hold	96,156	–	–	3.28%	7
2025 Q1	$8.68M	Hold	96,156	–	–	3.06%	7
2024 Q4	$9.65M	Sell	96,156 -520	-0.5%	-$51.1K	3.35%	7
2024 Q3	$9.07M	Sell	96,676 -192	-0.2%	-$17.4K	3.23%	7
2024 Q2	$8.83M	Sell	96,868 -32	-0%	-$2.73K	3.3%	6
2024 Q1	$8.17M	Buy	96,900 +36	+0%	+$2.9K	3.19%	7
2023 Q4	$7.34M	Buy	+96,864	New	+$6.85M	2.94%	7

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

ARK & TLK Investments held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 94,656 shares worth $11.8M. The position accounts for 2.9% of the portfolio, ranked #7.

ARK & TLK Investments first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,508 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

ARK & TLK Investments held 94,656 shares of iShares Russell 1000 Growth ETF worth $11.8M as of Q2 2026.
ARK & TLK Investments left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 2.9% of ARK & TLK Investments's portfolio in Q2 2026, its #7 holding.
ARK & TLK Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,508 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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