ARK & TLK INVESTMENTS, LLC IWP — iShares Russell Mid-Cap Growth ETF

Ownership history in ARK & TLK INVESTMENTS, LLC  ·  11 quarters on record

AI Ownership Summary

ARK & TLK INVESTMENTS, LLC reported iShares Russell Mid-Cap Growth ETF (IWP) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.27% in 2025 Q3. The latest visible filing shows IWP at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARK & TLK INVESTMENTS, LLC's position in iShares Russell Mid-Cap Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWP was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWP stock page ARK & TLK INVESTMENTS, LLC fund profile ARK & TLK INVESTMENTS, LLC full holdings
How ARK & TLK INVESTMENTS, LLC held IWP — position size vs. price
% of Fund (quarterly)    IWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 28,196 — 0% 1.02% $4.1M 2026-07-20 $137.59
2026 Q1 UNCHANGED — — — 28,196 — 0% 0.98% $3.6M 2026-05-12 $136.49
2025 Q4 UNCHANGED — — — 28,196 — 0% 1.06% $3.9M 2026-02-10 $136.24
2025 Q3 UNCHANGED — — — 28,196 — 0% 1.27% $4.0M 2025-10-31 $141.64
2025 Q2 UNCHANGED — — — 28,196 — 0% 1.25% $3.9M 2025-08-13 $140.63
2025 Q1 UNCHANGED — — — 28,196 — 0% 1.17% $3.3M 2025-05-01 $121.17
2024 Q4 UNCHANGED — — — 28,196 — 0% 1.24% $3.6M 2025-02-12 $136.37
2024 Q3 UNCHANGED — — — 28,196 — 0% 1.18% $3.3M 2024-11-08 $129.61
2024 Q2 UNCHANGED — — — 28,196 — 0% 1.16% $3.1M 2024-07-29 $109.41
2024 Q1 ADDED — — — 28,196 +9 +0.0% 1.26% $3.2M 2024-05-10 $109.38
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWP

As of 2026 Q2 — sorted by position size

Financial Advisory Corp 14.44% StoryOne LLC 10.25% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 9.61% Three Bearings Fiduciary Advisors, Inc. 7.61% Cedar Mountain Advisors, LLC 3Y 6.96% SOUTHERN CAPITAL ADVISORS, LLC 3Y 6.56% First Citizens Asset Management, Inc. 3Y 6.51% Rodgers & Associates, LTD 3Y 5.79% PETRA FINANCIAL ADVISORS INC 3Y 4.99% GenWealth Group, Inc. 3Y 7Y 4.75%

FAQ About ARK & TLK INVESTMENTS, LLC and IWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARK & TLK INVESTMENTS, LLC reported owning IWP?

ARK & TLK INVESTMENTS, LLC reported IWP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWP position in ARK & TLK INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for IWP was 1.27% in 2025 Q3.

What is the latest reported IWP position on this page?

The most recent filing on this page is 2026 Q2, when ARK & TLK INVESTMENTS, LLC reported 28,196 shares, equal to 1.02% of portfolio, with an estimated market value of $4.1M.

What does the chart on this IWP ownership page compare?

The chart compares ARK & TLK INVESTMENTS, LLC's quarterly IWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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