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Oakworth Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oakworth Capital’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Hold
1,453
– – 0.03% 141
2026
Q1 		$456K Hold
1,453
– – 0.02% 151
2025
Q4 		$469K Buy
1,453
+976
+205% +$317K 0.03% 137
2025
Q3 		$153K Hold
477
– – 0.01% 273
2025
Q2 		$136K Sell
477
-55
-10% -$14.5K 0.01% 250
2025
Q1 		$136K Buy
532
+8
+2% +$2.26K 0.01% 253
2024
Q4 		$151K Sell
524
-9
-2% -$2.66K 0.01% 242
2024
Q3 		$151K Buy
533
+139
+35% +$38.1K 0.01% 234
2024
Q2 		$103K Sell
394
-268
-40% -$69.6K 0.01% 264
2024
Q1 		$179K Sell
662
-33
-5% -$8.43K 0.01% 202
2023
Q4 		$175K Sell
695
-52
-7% -$11.7K 0.01% 202
2023
Q3 		$167K Sell
747
-26
-3% -$6.22K 0.02% 184
2023
Q2 		$188K Sell
773
-36
-4% -$8.25K 0.02% 177
2023
Q1 		$183K Hold
809
– – 0.02% 172
2022
Q4 		$174K Sell
809
-17
-2% -$3.73K 0.02% 173
2022
Q3 		$171K Hold
826
– – 0.02% 170
2022
Q2 		$170K Sell
826
-49
-6% -$10.9K 0.02% 176
2022
Q1 		$224K Hold
875
– – 0.02% 167
2021
Q4 		$256K Sell
875
-39
-4% -$11.8K 0.02% 160
2021
Q3 		$268K Sell
914
-49
-5% -$14.7K 0.03% 150
2021
Q2 		$300K Sell
963
-33
-3% -$9.93K 0.03% 141
2021
Q1 		$300K Sell
996
-66
-6% -$20.5K 0.03% 141
2020
Q4 		$304K Hold
1,062
– – 0.04% 130
2020
Q3 		$235K Hold
1,062
– – 0.04% 132
2020
Q2 		$220K Sell
1,062
-250
-19% -$46.8K 0.04% 136
2020
Q1 		$208K Sell
1,312
-430
-25% -$85.4K 0.05% 127
2019
Q4 		$375K Sell
1,742
-39
-2% -$7.92K 0.07% 106
2019
Q3 		$343K Sell
1,781
-100
-5% -$19.8K 0.07% 105
2019
Q2 		$378K Sell
1,881
-84
-4% -$16.6K 0.07% 110
2019
Q1 		$386K Hold
1,965
– – 0.08% 108
2018
Q4 		$330K Sell
1,965
-50
-2% -$9.32K 0.08% 111
2018
Q3 		$434K Hold
2,015
– – 0.09% 104
2018
Q2 		$412K Hold
2,015
– – 0.09% 102
2018
Q1 		$385K Hold
2,015
– – 0.09% 96
2017
Q4 		$377K Sell
2,015
-30
-1% -$5.48K 0.09% 100
2017
Q3 		$347K Hold
2,045
– – 0.09% 108
2017
Q2 		$345K Sell
2,045
-183
-8% -$30.1K 0.09% 107
2017
Q1 		$360K Sell
2,228
-66
-3% -$10.5K 0.1% 101
2016
Q4 		$349K Buy
2,294
+26
+1% +$3.88K 0.11% 99
2016
Q3 		$337K Buy
2,268
+157
+7% +$22.9K 0.12% 95
2016
Q2 		$290K Buy
2,111
+1,010
+92% +$136K 0.11% 105
2016
Q1 		$146K Buy
1,101
+737
+202% +$92K 0.06% 150
2015
Q4 		$51K Buy
+364
New +$51.6K 0.02% 191

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Oakworth Capital's IWO Position: Q2 2026 in Review

Oakworth Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,453 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #141.

Oakworth Capital first reported a position in IWO in Q4 2015 and has held it in 43 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Oakworth Capital held 1,453 shares of iShares Russell 2000 Growth ETF worth $572K as of Q2 2026.
  • Oakworth Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Oakworth Capital's portfolio in Q2 2026, its #141 holding.
  • Oakworth Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.