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

Oak Harbor Wealth Partners’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	$404K	Hold	1,026	–	–	0.15%	110
2026 Q1	$322K	Hold	1,026	–	–	0.08%	164
2025 Q4	$331K	Hold	1,026	–	–	0.08%	166
2025 Q3	$328K	Hold	1,026	–	–	0.08%	163
2025 Q2	$293K	Hold	1,026	–	–	0.08%	167
2025 Q1	$262K	Hold	1,026	–	–	0.08%	175
2024 Q4	$295K	Hold	1,026	–	–	0.09%	144
2024 Q3	$291K	Hold	1,026	–	–	0.08%	142
2024 Q2	$269K	Hold	1,026	–	–	0.08%	137
2024 Q1	$278K	Hold	1,026	–	–	0.09%	140
2023 Q4	$259K	Hold	1,026	–	–	0.09%	146
2023 Q3	$230K	Sell	1,026 -280	-21%	-$67K	0.08%	150
2023 Q2	$317K	Hold	1,306	–	–	0.11%	130
2023 Q1	$296K	Hold	1,306	–	–	0.11%	130
2022 Q4	$280K	Hold	1,306	–	–	0.11%	128
2022 Q3	$270K	Buy	1,306 +206	+19%	+$46.4K	0.11%	126
2022 Q2	$227K	Hold	1,100	–	–	0.09%	139
2022 Q1	$281K	Hold	1,100	–	–	0.09%	133
2021 Q4	$322K	Buy	+1,100	New	+$332K	0.11%	125

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Harbor Wealth Partners's IWO Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,026 shares worth $404K. The position accounts for 0.15% of the portfolio, ranked #110.

Oak Harbor Wealth Partners first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Oak Harbor Wealth Partners held 1,026 shares of iShares Russell 2000 Growth ETF worth $404K as of Q2 2026.
Oak Harbor Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.15% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #110 holding.
Oak Harbor Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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