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Oak Barrel Wealth Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oak Barrel Wealth Advisory’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694K Buy
+1,762
New +$643K 0.31% 43
2025
Q4 		$569K Buy
+1,762
New +$573K 0.34% 47

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oak Barrel Wealth Advisory's IWO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,762 shares worth $694K. The stake represents 0.31% of the portfolio and ranks #43 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IWO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IWO in Q4 2025 and has held it in 2 quarters since. 1,103 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Oak Barrel Wealth Advisory held 1,762 shares of iShares Russell 2000 Growth ETF worth $694K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.31% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #43 holding.
  • Oak Barrel Wealth Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,103 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.