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

ARQ 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 Q1	$748K	Buy	7,016 +1,500	+27%	+$170K	0.13%	109
2025 Q4	$653K	Buy	5,516 +56	+1%	+$6.63K	0.18%	76
2025 Q3	$639K	Buy	5,460 +580	+12%	+$64.6K	0.19%	77
2025 Q2	$441K	Hold	4,880	–	–	0.15%	76
2025 Q1	$441K	Sell	4,880 -1,704	-26%	-$168K	0.16%	71
2024 Q4	$661K	Hold	6,584	–	–	0.25%	61
2024 Q3	$602K	Hold	6,584	–	–	0.23%	59
2024 Q2	$600K	Sell	6,584 -48	-0.7%	-$4.1K	0.26%	53
2024 Q1	$559K	Hold	6,632	–	–	0.24%	57
2023 Q4	$503K	Sell	6,632 -2,192	-25%	-$155K	0.3%	41
2023 Q3	$587K	Sell	8,824 -2,800	-24%	-$193K	0.44%	38
2023 Q2	$800K	Hold	11,624	–	–	0.52%	37
2023 Q1	$710K	Sell	11,624 -380	-3%	-$21.9K	0.52%	37
2022 Q4	$643K	Sell	12,004 -1,480	-11%	-$81.4K	0.42%	38
2022 Q3	$709K	Sell	13,484 -344	-2%	-$20.2K	0.55%	33
2022 Q2	$756K	Buy	13,828 +4,900	+55%	+$294K	0.54%	34
2022 Q1	$620K	Sell	8,928 -80	-0.9%	-$5.46K	0.42%	36
2021 Q4	$688K	Buy	9,008 +1,320	+17%	+$97.9K	0.49%	31
2021 Q3	$527K	Sell	7,688 -120	-2%	-$8.49K	0.34%	36
2021 Q2	$530K	Hold	7,808	–	–	0.34%	35
2021 Q1	$474K	Sell	7,808 -196	-2%	-$11.9K	0.31%	35
2020 Q4	$483K	Sell	8,004 -60	-0.7%	-$3.42K	0.3%	34
2020 Q3	$437K	Buy	8,064 +584	+8%	+$30.8K	0.42%	30
2020 Q2	$359K	Sell	7,480 -220	-3%	-$9.7K	0.35%	34
2020 Q1	$290K	Buy	+7,700	New	+$332K	0.33%	36

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

ARQ Wealth Advisors's IWF Position: Q1 2026 in Review

ARQ Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 27% in Q1 2026, buying an estimated $170K and bringing the position to 7,016 shares worth $748K. The position accounts for 0.13% of the portfolio, ranked #109.

ARQ Wealth Advisors first reported a position in IWF in Q1 2020 and has held it in 25 quarters since. The position peaked at $800K in Q2 2023. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

ARQ Wealth Advisors held 7,016 shares of iShares Russell 1000 Growth ETF worth $748K as of Q1 2026.
ARQ Wealth Advisors bought 1,500 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $170K.
iShares Russell 1000 Growth ETF made up 0.13% of ARQ Wealth Advisors's portfolio in Q1 2026, its #109 holding.
ARQ Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 25 quarters since.
ARQ Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $800K in Q2 2023.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.