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Independent Financial Group’s Arrowhead Research ARWR Stock Holding History

Independent Financial Group’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
14,410
-965
-6% -$71.3K 0.02% 623
2026
Q1 		$964K Sell
15,375
-675
-4% -$42.7K 0.02% 639
2025
Q4 		$1.07M Sell
16,050
-875
-5% -$42.9K 0.02% 594
2025
Q3 		$584K Sell
16,925
-17,060
-50% -$375K 0.01% 777
2025
Q2 		$537K Sell
33,985
-5,798
-15% -$83.2K 0.01% 751
2025
Q1 		$507K Buy
39,783
+1,578
+4% +$28.7K 0.02% 704
2024
Q4 		$718K Buy
38,205
+16,200
+74% +$334K 0.02% 577
2024
Q3 		$426K Buy
22,005
+11,055
+101% +$270K 0.02% 717
2024
Q2 		$285K Buy
10,950
+2,600
+31% +$63.9K 0.01% 860
2024
Q1 		$239K Sell
8,350
-675
-7% -$21.6K 0.01% 892
2023
Q4 		$276K Buy
9,025
+1,525
+20% +$40.5K 0.01% 756
2023
Q3 		$202K Buy
7,500
+200
+3% +$6.13K 0.01% 832
2023
Q2 		$260K Buy
+7,300
New +$252K 0.02% 703
2023
Q1 		– Sell
-5,950
Closed -$241K – 841
2022
Q4 		$241K Sell
5,950
-575
-9% -$19.1K 0.02% 647
2022
Q3 		$216K Sell
6,525
-300
-4% -$12.1K 0.02% 644
2022
Q2 		$240K Buy
6,825
+900
+15% +$33.9K 0.03% 577
2022
Q1 		$272K Buy
5,925
+600
+11% +$29.7K 0.02% 632
2021
Q4 		$353K Buy
5,325
+600
+13% +$41.2K 0.03% 533
2021
Q3 		$295K Buy
4,725
+1,604
+51% +$104K 0.03% 529
2021
Q2 		$258K Buy
+3,121
New +$232K 0.03% 579

Other funds holding ARWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Independent Financial Group's ARWR Position: Q2 2026 in Review

Independent Financial Group reduced its Arrowhead Research (ARWR) stake by 6.3% in Q2 2026, selling an estimated $71.3K and leaving 14,410 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #623.

Independent Financial Group first reported a position in ARWR in Q2 2021 and has held it in 20 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Independent Financial Group held 14,410 shares of Arrowhead Research worth $1.17M as of Q2 2026.
  • Independent Financial Group sold 965 Arrowhead Research shares in Q2 2026, an estimated $71.3K.
  • Arrowhead Research made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #623 holding.
  • Independent Financial Group first reported a position in Arrowhead Research in Q2 2021 and has held it in 20 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.