Clark Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clark Asset Management’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	$1.2M	Buy	9,681 +653	+7%	+$78.7K	0.09%	83
2026 Q1	$962K	Buy	9,028 +5,000	+124%	+$568K	0.09%	82
2025 Q4	$477K	Sell	4,028 -1,928	-32%	-$228K	0.05%	127
2025 Q3	$698K	Buy	5,956 +1,928	+48%	+$215K	0.08%	92
2025 Q2	$428K	Buy	4,028 +448	+13%	+$42.8K	0.06%	116
2025 Q1	$323K	Buy	+3,580	New	+$353K	0.05%	111

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

Clark Asset Management's IWF Position: Q2 2026 in Review

Clark Asset Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.2% in Q2 2026, buying an estimated $78.7K and bringing the position to 9,681 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #83.

Clark Asset Management first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clark Asset Management held 9,681 shares of iShares Russell 1000 Growth ETF worth $1.2M as of Q2 2026.
Clark Asset Management bought 653 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $78.7K.
iShares Russell 1000 Growth ETF made up 0.09% of Clark Asset Management's portfolio in Q2 2026, its #83 holding.
Clark Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.