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Live Oak Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Live Oak Private Wealth’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
2026
Q1 		$1.06M Hold
4,289
– – 0.15% 100
2025
Q4 		$1.06M Hold
4,289
– – 0.14% 96
2025
Q3 		$1.04M Hold
4,289
– – 0.14% 98
2025
Q2 		$926K Buy
4,289
+1,333
+45% +$268K 0.14% 106
2025
Q1 		$590K Hold
2,956
– – 0.1% 118
2024
Q4 		$653K Hold
2,956
– – 0.11% 109
2024
Q3 		$653K Hold
2,956
– – 0.11% 105
2024
Q2 		$600K Sell
2,956
-56
-2% -$11.3K 0.1% 107
2024
Q1 		$633K Hold
3,012
– – 0.11% 104
2023
Q4 		$605K Sell
3,012
-319
-10% -$57.1K 0.11% 103
2023
Q3 		$589K Sell
3,331
-213
-6% -$40K 0.13% 98
2023
Q2 		$664K Buy
3,544
+256
+8% +$45.6K 0.13% 99
2023
Q1 		$587K Buy
3,288
+180
+6% +$33.1K 0.12% 101
2022
Q4 		$542K Sell
3,108
-56
-2% -$9.96K 0.11% 110
2022
Q3 		$522K Hold
3,164
– – 0.12% 113
2022
Q2 		$536K Sell
3,164
-39
-1% -$7.19K 0.11% 119
2022
Q1 		$657K Sell
3,203
-1,185
-27% -$242K 0.13% 107
2021
Q4 		$976K Sell
4,388
-33
-0.7% -$7.46K 0.18% 94
2021
Q3 		$967K Buy
4,421
+2,541
+135% +$563K 0.2% 96
2021
Q2 		$431K Hold
1,880
– – 0.1% 120
2021
Q1 		$415K Sell
1,880
-797
-30% -$174K 0.1% 117
2020
Q4 		$525K Buy
2,677
+701
+35% +$123K 0.15% 97
2020
Q3 		$296K Hold
1,976
– – 0.1% 108
2020
Q2 		$283K Buy
+1,976
New +$259K 0.1% 111
2020
Q1 		– Sell
-1,857
Closed -$308K – 83
2019
Q4 		$308K Buy
+1,857
New +$293K 0.3% 58

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Live Oak Private Wealth's IWM Position: Q1 2026 in Review

Live Oak Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,289 shares worth $1.06M. The position accounts for 0.15% of the portfolio, ranked #100.

Live Oak Private Wealth first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Live Oak Private Wealth held 4,289 shares of iShares Russell 2000 ETF worth $1.06M as of Q1 2026.
  • Live Oak Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.15% of Live Oak Private Wealth's portfolio in Q1 2026, its #100 holding.
  • Live Oak Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.