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Blue Oak Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Blue Oak Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-910
Closed -$201K – 80
2024
Q4 		$201K Buy
+910
New +$207K 0.12% 72

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Oak Capital's IWM Position: Q1 2025 in Review

Blue Oak Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 910 shares — an estimated $201K sold.

Blue Oak Capital first reported a position in IWM in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 2,366 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Blue Oak Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Oak Capital sold 910 iShares Russell 2000 ETF shares in Q1 2025, an estimated $201K.
  • Blue Oak Capital first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 1 quarter.
  • Blue Oak Capital's iShares Russell 2000 ETF position peaked at $201K in Q4 2024.
  • 2,366 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.