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Arkadios Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Arkadios Wealth Advisors’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 		$33.5M Sell
269,930
-16,482
-6% -$1.99M 0.51% 32
2026
Q1 		$30.5M Sell
286,412
-11,368
-4% -$1.29M 0.5% 36
2025
Q4 		$35.2M Buy
297,780
+129,104
+77% +$15.3M 0.68% 21
2025
Q3 		$19.8M Buy
168,676
+14,708
+10% +$1.64M 0.47% 33
2025
Q2 		$16.3M Sell
153,968
-6,156
-4% -$589K 0.48% 33
2025
Q1 		$14.5M Buy
160,124
+76,856
+92% +$7.58M 0.55% 32
2024
Q4 		$8.36M Sell
83,268
-4,552
-5% -$448K 0.46% 40
2024
Q3 		$8.24M Buy
87,820
+27,736
+46% +$2.51M 0.47% 40
2024
Q2 		$5.48M Buy
60,084
+2,360
+4% +$201K 0.37% 48
2024
Q1 		$4.86M Buy
57,724
+448
+0.8% +$36.1K 0.38% 54
2023
Q4 		$4.34M Buy
57,276
+16,988
+42% +$1.2M 0.37% 57
2023
Q3 		$2.68M Buy
40,288
+2,516
+7% +$174K 0.25% 100
2023
Q2 		$2.6M Buy
37,772
+920
+2% +$58.5K 0.3% 81
2023
Q1 		$2.25M Sell
36,852
-51,540
-58% -$2.97M 0.27% 100
2022
Q4 		$4.73M Buy
88,392
+21,108
+31% +$1.16M 0.63% 33
2022
Q3 		$3.54M Sell
67,284
-6,576
-9% -$387K 0.54% 46
2022
Q2 		$4.04M Buy
73,860
+5,764
+8% +$346K 0.6% 35
2022
Q1 		$4.73M Buy
68,096
+17,024
+33% +$1.16M 0.62% 36
2021
Q4 		$3.9M Buy
51,072
+1,080
+2% +$80.1K 0.52% 41
2021
Q3 		$3.42M Sell
49,992
-28,340
-36% -$2M 0.49% 42
2021
Q2 		$5.32M Buy
78,332
+11,188
+17% +$721K 0.65% 20
2021
Q1 		$4.08M Buy
67,144
+10,284
+18% +$626K 0.67% 30
2020
Q4 		$3.43M Buy
56,860
+30,356
+115% +$1.73M 0.72% 32
2020
Q3 		$1.49M Buy
26,504
+20
+0.1% +$1.05K 0.75% 25
2020
Q2 		$1.33M Buy
26,484
+16,660
+170% +$734K 0.74% 27
2020
Q1 		$370K Sell
9,824
-384
-4% -$16.5K 0.24% 103
2019
Q4 		$486K Buy
+10,208
New +$426K 0.29% 83

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arkadios Wealth Advisors's IWF Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.8% in Q2 2026, selling an estimated $1.99M and leaving 269,930 shares worth $33.5M. The position accounts for 0.51% of the portfolio, ranked #32.

Arkadios Wealth Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $35.2M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Arkadios Wealth Advisors held 269,930 shares of iShares Russell 1000 Growth ETF worth $33.5M as of Q2 2026.
  • Arkadios Wealth Advisors sold 16,482 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.99M.
  • iShares Russell 1000 Growth ETF made up 0.51% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $35.2M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.