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Oak Harbor Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Oak Harbor Wealth Partners’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
Q2 		$6.67M Sell
22,192
-65
-0.3% -$18.3K 2.48% 7
2026
Q1 		$5.52M Buy
22,257
+154
+0.7% +$39.7K 1.29% 18
2025
Q4 		$5.44M Buy
22,103
+693
+3% +$170K 1.31% 19
2025
Q3 		$5.18M Buy
21,410
+87
+0.4% +$20K 1.28% 20
2025
Q2 		$4.6M Buy
21,323
+1,013
+5% +$204K 1.24% 21
2025
Q1 		$4.05M Buy
20,310
+17
+0.1% +$3.69K 1.16% 22
2024
Q4 		$4.48M Buy
20,293
+1,930
+11% +$440K 1.3% 19
2024
Q3 		$4.06M Buy
18,363
+949
+5% +$203K 1.16% 22
2024
Q2 		$3.53M Sell
17,414
-193
-1% -$39K 1.11% 22
2024
Q1 		$3.7M Sell
17,607
-199
-1% -$39.7K 1.15% 21
2023
Q4 		$3.57M Buy
17,806
+1,817
+11% +$326K 1.2% 22
2023
Q3 		$2.83M Buy
15,989
+1,145
+8% +$215K 1% 23
2023
Q2 		$2.78M Buy
14,844
+19
+0.1% +$3.39K 0.95% 31
2023
Q1 		$2.64M Buy
14,825
+193
+1% +$35.5K 0.96% 31
2022
Q4 		$2.55M Sell
14,632
-172
-1% -$30.6K 0.97% 32
2022
Q3 		$2.44M Buy
14,804
+228
+2% +$41.6K 0.96% 31
2022
Q2 		$2.47M Buy
14,576
+320
+2% +$59K 0.98% 32
2022
Q1 		$2.93M Buy
14,256
+4,249
+42% +$867K 0.96% 31
2021
Q4 		$2.23M Buy
+10,007
New +$2.26M 0.77% 36

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oak Harbor Wealth Partners's IWM Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.29% in Q2 2026, selling an estimated $18.3K and leaving 22,192 shares worth $6.67M. The position accounts for 2.48% of the portfolio, ranked #7.

Oak Harbor Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Oak Harbor Wealth Partners held 22,192 shares of iShares Russell 2000 ETF worth $6.67M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 65 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell 2000 ETF made up 2.48% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.