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Oak Harvest Investment Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oak Harvest Investment Services’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
3,005
+1
+0% +$121 0.03% 132
2026
Q1 		$320K Hold
3,004
– – 0.03% 140
2025
Q4 		$356K Buy
3,004
+488
+19% +$57.8K 0.04% 143
2025
Q3 		$295K Hold
2,516
– – 0.03% 146
2025
Q2 		$267K Sell
2,516
-232
-8% -$22.2K 0.03% 140
2025
Q1 		$248K Hold
2,748
– – 0.03% 129
2024
Q4 		$276K Hold
2,748
– – 0.04% 136
2024
Q3 		$258K Buy
2,748
+4
+0.1% +$363 0.04% 125
2024
Q2 		$250K Sell
2,744
-4
-0.1% -$342 0.04% 114
2024
Q1 		$232K Sell
2,748
-200
-7% -$16.1K 0.04% 115
2023
Q4 		$223K Buy
+2,948
New +$208K 0.04% 109
2023
Q3 		– Sell
-3,004
Closed -$207K – 113
2023
Q2 		$207K Buy
+3,004
New +$191K 0.05% 109
2022
Q1 		– Sell
-2,760
Closed -$211K – 82
2021
Q4 		$211K Buy
+2,760
New +$205K 0.05% 83

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oak Harvest Investment Services's IWF Position: Q2 2026 in Review

Oak Harvest Investment Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, buying an estimated $121 and bringing the position to 3,005 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #132.

Oak Harvest Investment Services first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Oak Harvest Investment Services held 3,005 shares of iShares Russell 1000 Growth ETF worth $373K as of Q2 2026.
  • Oak Harvest Investment Services bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.03% of Oak Harvest Investment Services's portfolio in Q2 2026, its #132 holding.
  • Oak Harvest Investment Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.