Arlington Trust Co LLC IWF iShares Russell 1000 Growth

Ownership history in Arlington Trust Co LLC  ·  10 quarters on record

AI Ownership Summary

Arlington Trust Co LLC reported iShares Russell 1000 Growth (IWF) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.16% in 2024 Q1. The latest visible filing shows IWF at 0.07% 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 IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arlington Trust Co LLC's position in iShares Russell 1000 Growth, 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

IWF was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q1

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.

How Arlington Trust Co LLC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 6,268 +5,456 +671.9% 0.07% $778K 2026-07-07 $121.35
2026 Q1 REDUCED 21.2% +14.5% 812 -218 -21.2% 0.03% $346K 2026-04-08 $110.69
2025 Q4 REDUCED 10.4% -9.8% 1,030 -120 -10.4% 0.05% $487K 2026-01-30 $116.28
2025 Q3 UNCHANGED 1,150 0% 0.10% $539K 2025-10-28 $122.04
2025 Q2 UNCHANGED 1,150 0% 0.10% $488K 2025-07-08 $105.84
2025 Q1 REDUCED 5.7% +17.7% 1,150 -69 -5.7% 0.09% $415K 2025-04-28 $90.70
2024 Q4 REDUCED 32.8% -10.0% 1,219 -594 -32.8% 0.10% $490K 2025-01-29 $101.80
2024 Q1 ADDED 1,813 +6 +0.3% 0.16% $611K 2024-04-16 $80.99
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arlington Trust Co LLC and IWF

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

How long has Arlington Trust Co LLC reported owning IWF?

Arlington Trust Co LLC reported IWF across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWF position in Arlington Trust Co LLC's portfolio?

The largest reported portfolio weight for IWF was 0.16% in 2024 Q1.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q2, when Arlington Trust Co LLC reported 6,268 shares, equal to 0.07% of portfolio, with an estimated market value of $778K.

What does the chart on this IWF ownership page compare?

The chart compares Arlington Trust Co LLC's quarterly IWF 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.

How well did Arlington Trust Co LLC time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, Arlington Trust Co LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on IWF relative to SPY over the holding period was -1.8%.

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