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Oak Ridge Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oak Ridge Investments’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 		$546K Buy
4,399
+2,379
+118% +$287K 0.03% 141
2026
Q1 		$215K Sell
2,020
-1,008
-33% -$114K 0.01% 176
2025
Q4 		$358K Buy
+3,028
New +$359K 0.02% 156
2025
Q3 		– Sell
-5,348
Closed -$568K – 190
2025
Q2 		$568K Buy
+5,348
New +$511K 0.04% 138
2025
Q1 		– Sell
-5,544
Closed -$557K – 165
2024
Q4 		$557K Sell
5,544
-2,160
-28% -$212K 0.04% 146
2024
Q3 		$723K Hold
7,704
– – 0.06% 126
2024
Q2 		$702K Buy
7,704
+3,528
+84% +$301K 0.07% 127
2024
Q1 		$352K Sell
4,176
-4,792
-53% -$386K 0.04% 141
2023
Q4 		$680K Buy
+8,968
New +$634K 0.08% 134
2023
Q2 		– Sell
-7,540
Closed -$461K – 153
2023
Q1 		$461K Sell
7,540
-10,732
-59% -$618K 0.06% 134
2022
Q4 		$979K Sell
18,272
-992
-5% -$54.6K 0.15% 120
2022
Q3 		$1.01M Buy
19,264
+4,468
+30% +$263K 0.15% 127
2022
Q2 		$809K Buy
14,796
+3,856
+35% +$231K 0.12% 127
2022
Q1 		$759K Buy
10,940
+4,764
+77% +$325K 0.08% 136
2021
Q4 		$472K Buy
6,176
+692
+13% +$51.3K 0.04% 161
2021
Q3 		$376K Sell
5,484
-116
-2% -$8.21K 0.03% 170
2021
Q2 		$380K Sell
5,600
-380
-6% -$24.5K 0.03% 169
2021
Q1 		$363K Sell
5,980
-3,260
-35% -$198K 0.03% 169
2020
Q4 		$557K Buy
9,240
+2,288
+33% +$130K 0.05% 168
2020
Q3 		$377K Buy
6,952
+744
+12% +$39.2K 0.03% 174
2020
Q2 		$298K Sell
6,208
-4,460
-42% -$197K 0.03% 172
2020
Q1 		$402K Sell
10,668
-9,892
-48% -$426K 0.04% 160
2019
Q4 		$904K Buy
+20,560
New +$858K 0.07% 138
2019
Q3 		– Sell
-8,932
Closed -$351K – 174
2019
Q2 		$351K Sell
8,932
-7,372
-45% -$285K 0.02% 165
2019
Q1 		$617K Buy
16,304
+4,088
+33% +$147K 0.04% 155
2018
Q4 		$400K Buy
12,216
+2,316
+23% +$81.6K 0.03% 162
2018
Q3 		$386K Sell
9,900
-1,424
-13% -$53.9K 0.02% 159
2018
Q2 		$407K Buy
+11,324
New +$400K 0.02% 154
2018
Q1 		– Sell
-24,260
Closed -$817K – 164
2017
Q4 		$817K Buy
24,260
+8,948
+58% +$293K 0.04% 144
2017
Q3 		$479K Sell
15,312
-1,196
-7% -$36.6K 0.02% 149
2017
Q2 		$491K Sell
16,508
-1,668
-9% -$49K 0.02% 141
2017
Q1 		$517K Sell
18,176
-54,200
-75% -$1.5M 0.02% 137
2016
Q4 		$1.9M Buy
+72,376
New +$1.88M 0.06% 124
2016
Q2 		– Sell
-10,920
Closed -$272K – 142
2016
Q1 		$272K Sell
10,920
-55,472
-84% -$1.31M 0.01% 128
2015
Q4 		$1.65M Buy
66,392
+53,388
+411% +$1.33M 0.04% 128
2015
Q3 		$302K Buy
+13,004
New +$320K 0.01% 133
2015
Q2 		– Sell
-13,600
Closed -$336K – 148
2015
Q1 		$336K Sell
13,600
-2,284
-14% -$55.8K 0.01% 134
2014
Q4 		$380K Buy
+15,884
New +$372K 0.01% 134

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Oak Ridge Investments's IWF Position: Q2 2026 in Review

Oak Ridge Investments increased its iShares Russell 1000 Growth ETF (IWF) stake by 118% in Q2 2026, buying an estimated $287K and bringing the position to 4,399 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #141.

Oak Ridge Investments first reported a position in IWF in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.9M in Q4 2016. 819 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Oak Ridge Investments held 4,399 shares of iShares Russell 1000 Growth ETF worth $546K as of Q2 2026.
  • Oak Ridge Investments bought 2,379 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $287K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Oak Ridge Investments's portfolio in Q2 2026, its #141 holding.
  • Oak Ridge Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 38 quarters since.
  • Oak Ridge Investments's iShares Russell 1000 Growth ETF position peaked at $1.9M in Q4 2016.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.