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Oak Harvest Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

Oak Harvest Investment Services’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
2025
Q4 		– Sell
-1,000
Closed -$98K – 178
2025
Q3 		$98K Buy
+1,000
New +$229K 0.01% 159

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Oak Harvest Investment Services's IWM Position: Q4 2025 in Review

Oak Harvest Investment Services sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,000 shares — an estimated $98K sold.

Oak Harvest Investment Services first reported a position in IWM in Q3 2025 and held it in 1 quarter. The position peaked at $98K in Q3 2025. 2,606 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Oak Harvest Investment Services reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 1,000 iShares Russell 2000 ETF shares in Q4 2025, an estimated $98K.
  • Oak Harvest Investment Services first reported a position in iShares Russell 2000 ETF in Q3 2025 and held it in 1 quarter.
  • Oak Harvest Investment Services's iShares Russell 2000 ETF position peaked at $98K in Q3 2025.
  • 2,606 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Oak Harvest Investment Services's 13F filing for Q4 2025, filed 27 Jan 2026.