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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
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 $1.37T 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

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

Oak Harbor Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q1 2026, buying an estimated $39.7K and bringing the position to 22,257 shares worth $5.52M. The position accounts for 1.29% of the portfolio, ranked #18.

Oak Harbor Wealth Partners first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Oak Harbor Wealth Partners held 22,257 shares of iShares Russell 2000 ETF worth $5.52M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 154 iShares Russell 2000 ETF shares in Q1 2026, an estimated $39.7K.
  • iShares Russell 2000 ETF made up 1.29% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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