ARK & TLK Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.13M	Hold	28,196	–	–	1.02%	17
2026 Q1	$3.61M	Hold	28,196	–	–	0.98%	17
2025 Q4	$3.86M	Hold	28,196	–	–	1.06%	18
2025 Q3	$4.02M	Hold	28,196	–	–	1.27%	14
2025 Q2	$3.91M	Hold	28,196	–	–	1.25%	13
2025 Q1	$3.31M	Hold	28,196	–	–	1.17%	15
2024 Q4	$3.57M	Hold	28,196	–	–	1.24%	14
2024 Q3	$3.31M	Hold	28,196	–	–	1.18%	15
2024 Q2	$3.11M	Hold	28,196	–	–	1.16%	15
2024 Q1	$3.22M	Buy	28,196 +9	+0%	+$974	1.26%	14
2023 Q4	$2.94M	Buy	+28,187	New	+$2.67M	1.18%	16

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

ARK & TLK Investments held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 28,196 shares worth $4.13M. The position accounts for 1.02% of the portfolio, ranked #17.

ARK & TLK Investments first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

ARK & TLK Investments held 28,196 shares of iShares Russell Mid-Cap Growth ETF worth $4.13M as of Q2 2026.
ARK & TLK Investments left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 1.02% of ARK & TLK Investments's portfolio in Q2 2026, its #17 holding.
ARK & TLK Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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