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

Oarsman 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 		$242K Sell
615
-74
-11% -$27K 0.03% 219
2026
Q1 		$216K Sell
689
-211
-23% -$70.2K 0.03% 217
2025
Q4 		$291K Buy
900
+176
+24% +$57.2K 0.04% 182
2025
Q3 		$232K Buy
+724
New +$218K 0.03% 217
2025
Q1 		– Sell
-656
Closed -$189K – 546
2024
Q4 		$189K Buy
656
+26
+4% +$7.69K 0.03% 238
2024
Q3 		$179K Buy
+630
New +$173K 0.03% 253

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oarsman Capital's IWO Position: Q2 2026 in Review

Oarsman Capital reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2026, selling an estimated $27K and leaving 615 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #219.

Oarsman Capital first reported a position in IWO in Q3 2024 and has held it in 6 quarters since. The position peaked at $291K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Oarsman Capital held 615 shares of iShares Russell 2000 Growth ETF worth $242K as of Q2 2026.
  • Oarsman Capital sold 74 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $27K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #219 holding.
  • Oarsman Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Oarsman Capital's iShares Russell 2000 Growth ETF position peaked at $291K in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.