Oak Harbor Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Hold	12,910	–	–	0.39%	67
2025 Q4	$1.77M	Hold	12,910	–	–	0.42%	60
2025 Q3	$1.84M	Hold	12,910	–	–	0.45%	53
2025 Q2	$1.79M	Hold	12,910	–	–	0.48%	54
2025 Q1	$1.52M	Hold	12,910	–	–	0.43%	56
2024 Q4	$1.64M	Sell	12,910 -200	-2%	-$25.4K	0.47%	55
2024 Q3	$1.54M	Sell	13,110 -200	-2%	-$22.4K	0.44%	64
2024 Q2	$1.47M	Hold	13,310	–	–	0.46%	61
2024 Q1	$1.52M	Hold	13,310	–	–	0.47%	56
2023 Q4	$1.39M	Sell	13,310 -1,686	-11%	-$160K	0.47%	61
2023 Q3	$1.37M	Sell	14,996 -1,870	-11%	-$179K	0.49%	62
2023 Q2	$1.63M	Hold	16,866	–	–	0.56%	50
2023 Q1	$1.54M	Hold	16,866	–	–	0.56%	51
2022 Q4	$1.41M	Buy	16,866 +400	+2%	+$33.7K	0.54%	55
2022 Q3	$1.29M	Hold	16,466	–	–	0.51%	53
2022 Q2	$1.3M	Hold	16,466	–	–	0.52%	52
2022 Q1	$1.66M	Sell	16,466 -490	-3%	-$48.8K	0.54%	52
2021 Q4	$1.95M	Buy	+16,956	New	+$1.98M	0.67%	43

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Oak Harbor Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 12,910 shares worth $1.65M. The position accounts for 0.39% of the portfolio, ranked #67.

Oak Harbor Wealth Partners first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q4 2021. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Oak Harbor Wealth Partners held 12,910 shares of iShares Russell Mid-Cap Growth ETF worth $1.65M as of Q1 2026.
Oak Harbor Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.39% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #67 holding.
Oak Harbor Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $1.95M in Q4 2021.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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