Oak Harbor Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oak Harbor Wealth Partners’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Hold	12,020	–	–	0.3%	80
2025 Q4	$1.42M	Sell	12,020 -52	-0.4%	-$6.16K	0.34%	70
2025 Q3	$1.41M	Hold	12,072	–	–	0.35%	68
2025 Q2	$1.28M	Sell	12,072 -3,008	-20%	-$288K	0.35%	67
2025 Q1	$1.36M	Hold	15,080	–	–	0.39%	64
2024 Q4	$1.51M	Sell	15,080 -348	-2%	-$34.2K	0.44%	59
2024 Q3	$1.45M	Sell	15,428 -400	-3%	-$36.3K	0.41%	70
2024 Q2	$1.44M	Hold	15,828	–	–	0.45%	62
2024 Q1	$1.33M	Sell	15,828 -216	-1%	-$17.4K	0.42%	67
2023 Q4	$1.22M	Hold	16,044	–	–	0.41%	66
2023 Q3	$1.07M	Sell	16,044 -388	-2%	-$26.8K	0.38%	71
2023 Q2	$1.13M	Hold	16,432	–	–	0.39%	72
2023 Q1	$1M	Hold	16,432	–	–	0.37%	70
2022 Q4	$880K	Sell	16,432 -440	-3%	-$24.2K	0.34%	67
2022 Q3	$887K	Hold	16,872	–	–	0.35%	68
2022 Q2	$922K	Sell	16,872 -800	-5%	-$48K	0.37%	66
2022 Q1	$1.23M	Sell	17,672 -800	-4%	-$54.6K	0.4%	63
2021 Q4	$1.41M	Buy	+18,472	New	+$1.37M	0.48%	53

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Harbor Wealth Partners's IWF Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 12,020 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #80.

Oak Harbor Wealth Partners first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Oak Harbor Wealth Partners held 12,020 shares of iShares Russell 1000 Growth ETF worth $1.28M as of Q1 2026.
Oak Harbor Wealth Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.3% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #80 holding.
Oak Harbor Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $1.51M in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.