Oder Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oder Investment Management’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 Q1	$395K	Hold	1,260	–	–	0.3%	76
2025 Q4	$407K	Hold	1,260	–	–	0.29%	77
2025 Q3	$403K	Hold	1,260	–	–	0.29%	75
2025 Q2	$360K	Sell	1,260 -15	-1%	-$3.95K	0.27%	79
2025 Q1	$326K	Hold	1,275	–	–	0.28%	80
2024 Q4	$367K	Hold	1,275	–	–	0.31%	75
2024 Q3	$362K	Hold	1,275	–	–	0.31%	77
2024 Q2	$335K	Sell	1,275 -55	-4%	-$14.3K	0.3%	79
2024 Q1	$360K	Hold	1,330	–	–	0.34%	76
2023 Q4	$335K	Hold	1,330	–	–	0.33%	76
2023 Q3	$298K	Hold	1,330	–	–	0.32%	75
2023 Q2	$323K	Buy	+1,330	New	+$305K	0.35%	71
2021 Q3	–	Sell	-1,322	Closed	-$412K	–	84
2021 Q2	$412K	Hold	1,322	–	–	0.54%	55
2021 Q1	$398K	Sell	1,322 -29	-2%	-$9K	0.54%	51
2020 Q4	$386K	Buy	+1,351	New	+$344K	0.38%	62

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Oder Investment Management's IWO Position: Q1 2026 in Review

Oder Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,260 shares worth $395K. The position accounts for 0.3% of the portfolio, ranked #76.

Oder Investment Management first reported a position in IWO in Q4 2020 and has held it in 15 quarters since. The position peaked at $412K in Q2 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Oder Investment Management held 1,260 shares of iShares Russell 2000 Growth ETF worth $395K as of Q1 2026.
Oder Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.3% of Oder Investment Management's portfolio in Q1 2026, its #76 holding.
Oder Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
Oder Investment Management's iShares Russell 2000 Growth ETF position peaked at $412K in Q2 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.