Oak Ridge Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-24,820
| Closed | -$8.02M | – | 189 |
|
|
2025
Q4 | $8.02M | Buy |
+24,820
| New | +$8.07M | 0.49% | 39 |
|
|
2025
Q2 | – | Sell |
-974
| Closed | -$249K | – | 173 |
|
|
2025
Q1 | $249K | Sell |
974
-3,196
| -77% | -$902K | 0.02% | 158 |
|
|
2024
Q4 | $1.2M | Buy |
+4,170
| New | +$1.23M | 0.09% | 110 |
|
|
2024
Q1 | – | Sell |
-16,035
| Closed | -$4.04M | – | 148 |
|
|
2023
Q4 | $4.04M | Buy |
+16,035
| New | +$3.61M | 0.47% | 61 |
|
|
2023
Q3 | – | Sell |
-2,838
| Closed | -$689K | – | 146 |
|
|
2023
Q2 | $689K | Buy |
+2,838
| New | +$651K | 0.08% | 131 |
|
|
2023
Q1 | – | Sell |
-4,988
| Closed | -$1.07M | – | 151 |
|
|
2022
Q4 | $1.07M | Buy |
4,988
+1,743
| +54% | +$382K | 0.16% | 117 |
|
|
2022
Q3 | $670K | Sell |
3,245
-3,614
| -53% | -$813K | 0.1% | 138 |
|
|
2022
Q2 | $1.42M | Buy |
+6,859
| New | +$1.53M | 0.21% | 105 |
|
|
2022
Q1 | – | Sell |
-9,605
| Closed | -$2.81M | – | 164 |
|
|
2021
Q4 | $2.81M | Buy |
9,605
+8,719
| +984% | +$2.63M | 0.24% | 102 |
|
|
2021
Q3 | $260K | Buy |
+886
| New | +$266K | 0.02% | 173 |
|
|
2021
Q1 | – | Sell |
-1,990
| Closed | -$571K | – | 176 |
|
|
2020
Q4 | $571K | Buy |
+1,990
| New | +$507K | 0.05% | 166 |
|
|
2020
Q2 | – | Sell |
-3,219
| Closed | -$509K | – | 182 |
|
|
2020
Q1 | $509K | Sell |
3,219
-23,876
| -88% | -$4.74M | 0.05% | 153 |
|
|
2019
Q4 | $5.8M | Buy |
27,095
+22,733
| +521% | +$4.61M | 0.43% | 87 |
|
|
2019
Q3 | $841K | Buy |
+4,362
| New | +$865K | 0.06% | 139 |
|
|
2019
Q1 | – | Sell |
-58,824
| Closed | -$9.88M | – | 173 |
|
|
2018
Q4 | $9.88M | Buy |
+58,824
| New | +$11M | 0.71% | 54 |
|
|
2018
Q1 | – | Sell |
-18,569
| Closed | -$3.47M | – | 165 |
|
|
2017
Q4 | $3.47M | Buy |
18,569
+16,593
| +840% | +$3.03M | 0.17% | 115 |
|
|
2017
Q3 | $354K | Buy |
+1,976
| New | +$336K | 0.01% | 158 |
|
|
2017
Q1 | – | Sell |
-14,787
| Closed | -$2.28M | – | 148 |
|
|
2016
Q4 | $2.28M | Buy |
14,787
+12,498
| +546% | +$1.87M | 0.07% | 121 |
|
|
2016
Q3 | $341K | Buy |
+2,289
| New | +$334K | 0.01% | 131 |
|
|
2016
Q1 | – | Sell |
-40,013
| Closed | -$5.57M | – | 140 |
|
|
2015
Q4 | $5.57M | Buy |
40,013
+26,213
| +190% | +$3.72M | 0.13% | 107 |
|
|
2015
Q3 | $1.85M | Buy |
+13,800
| New | +$2.04M | 0.04% | 129 |
|
|
2015
Q1 | – | Sell |
-29,756
| Closed | -$4.24M | – | 153 |
|
|
2014
Q4 | $4.24M | Buy |
+29,756
| New | +$4.03M | 0.1% | 119 |
|
Other funds holding IWO
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CCWM
TCIIS
Oak Ridge Investments's IWO Position: Q1 2026 in Review
Oak Ridge Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 24,820 shares — an estimated $8.02M sold.
Oak Ridge Investments first reported a position in IWO in Q4 2014 and held it in 22 quarters. The position peaked at $9.88M in Q4 2018. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.
- Oak Ridge Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
- Oak Ridge Investments sold 24,820 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.02M.
- Oak Ridge Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 22 quarters.
- Oak Ridge Investments's iShares Russell 2000 Growth ETF position peaked at $9.88M in Q4 2018.
- 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.
Based on Oak Ridge Investments's 13F filing for Q1 2026, filed 30 Apr 2026.