Arlington Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Arlington Trust’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	$778K	Buy	6,268 +3,020	+93%	+$364K	0.07%	46
2026 Q1	$346K	Sell	3,248 -872	-21%	-$99K	0.03%	68
2025 Q4	$487K	Sell	4,120 -480	-10%	-$56.9K	0.05%	53
2025 Q3	$539K	Hold	4,600	–	–	0.1%	90
2025 Q2	$488K	Hold	4,600	–	–	0.1%	98
2025 Q1	$415K	Sell	4,600 -276	-6%	-$27.2K	0.09%	111
2024 Q4	$490K	Buy	+4,876	New	+$480K	0.1%	98
2024 Q2	–	Sell	-7,252	Closed	-$611K	–	561
2024 Q1	$611K	Buy	7,252 +24	+0.3%	+$1.93K	0.16%	77
2023 Q4	$548K	Sell	7,228 -8,364	-54%	-$591K	0.15%	78
2023 Q3	$1.04M	Buy	+15,592	New	+$1.08M	0.43%	50

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

Arlington Trust's IWF Position: Q2 2026 in Review

Arlington Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 93% in Q2 2026, buying an estimated $364K and bringing the position to 6,268 shares worth $778K. The position accounts for 0.07% of the portfolio, ranked #46.

Arlington Trust first reported a position in IWF in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2023. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Arlington Trust held 6,268 shares of iShares Russell 1000 Growth ETF worth $778K as of Q2 2026.
Arlington Trust bought 3,020 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $364K.
iShares Russell 1000 Growth ETF made up 0.07% of Arlington Trust's portfolio in Q2 2026, its #46 holding.
Arlington Trust first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 10 quarters since.
Arlington Trust's iShares Russell 1000 Growth ETF position peaked at $1.04M in Q3 2023.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.