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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

ARK & TLK Investments held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 28,196 shares worth $3.61M. The position accounts for 0.98% of the portfolio, ranked #17.

ARK & TLK Investments first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.02M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

ARK & TLK Investments held 28,196 shares of iShares Russell Mid-Cap Growth ETF worth $3.61M as of Q1 2026.
ARK & TLK Investments left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.98% of ARK & TLK Investments's portfolio in Q1 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 10 quarters since.
ARK & TLK Investments's iShares Russell Mid-Cap Growth ETF position peaked at $4.02M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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