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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Oak Harbor Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,026 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #164.

Oak Harbor Wealth Partners first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $331K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Oak Harbor Wealth Partners held 1,026 shares of iShares Russell 2000 Growth ETF worth $322K as of Q1 2026.
Oak Harbor Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.08% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #164 holding.
Oak Harbor Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $331K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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