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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARK & TLK Investments's IWF Position: Q1 2026 in Review

ARK & TLK Investments held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 94,656 shares worth $10.1M. The position accounts for 2.73% of the portfolio, ranked #7.

ARK & TLK Investments first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

ARK & TLK Investments held 94,656 shares of iShares Russell 1000 Growth ETF worth $10.1M as of Q1 2026.
ARK & TLK Investments left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 2.73% of ARK & TLK Investments's portfolio in Q1 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 10 quarters since.
ARK & TLK Investments's iShares Russell 1000 Growth ETF position peaked at $11.2M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on ARK & TLK Investments's 13F filing for Q1 2026, filed 12 May 2026.