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Oppenheimer Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oppenheimer Asset 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 		– Sell
-11,254
Closed -$3.64M – 1140
2025
Q4 		$3.64M Buy
+11,254
New +$3.66M 0.04% 368
2025
Q1 		– Sell
-13,564
Closed -$3.9M – 1162
2024
Q4 		$3.9M Buy
+13,564
New +$4.01M 0.05% 374
2024
Q1 		– Sell
-6,453
Closed -$1.63M – 1137
2023
Q4 		$1.63M Buy
+6,453
New +$1.45M 0.02% 571
2023
Q2 		– Sell
-1,066
Closed -$242K – 1144
2023
Q1 		$242K Sell
1,066
-15,976
-94% -$3.65M ﹤0.01% 1013
2022
Q4 		$3.66M Buy
+17,042
New +$3.73M 0.06% 332
2022
Q1 		– Sell
-9,472
Closed -$2.78M – 1224
2021
Q4 		$2.78M Sell
9,472
-25,443
-73% -$7.67M 0.04% 450
2021
Q3 		$10.3M Buy
34,915
+1,174
+3% +$353K 0.15% 164
2021
Q2 		$10.5M Buy
33,741
+1,628
+5% +$490K 0.15% 163
2021
Q1 		$9.66M Buy
32,113
+187
+0.6% +$58K 0.15% 165
2020
Q4 		$9.15M Sell
31,926
-1,102
-3% -$281K 0.15% 167
2020
Q3 		$7.32M Buy
33,028
+4,636
+16% +$1.01M 0.14% 173
2020
Q2 		$5.87M Buy
+28,392
New +$5.31M 0.12% 203
2020
Q1 		– Sell
-1,673
Closed -$359K – 1571
2019
Q4 		$359K Buy
+1,673
New +$340K 0.01% 914
2019
Q1 		– Sell
-8,346
Closed -$1.4M – 1624
2018
Q4 		$1.4M Buy
+8,346
New +$1.56M 0.03% 464

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Oppenheimer Asset Management's IWO Position: Q1 2026 in Review

Oppenheimer Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 11,254 shares — an estimated $3.64M sold.

Oppenheimer Asset Management first reported a position in IWO in Q4 2018 and held it in 14 quarters. The position peaked at $10.5M in Q2 2021. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Oppenheimer Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer Asset Management sold 11,254 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.64M.
  • Oppenheimer Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 14 quarters.
  • Oppenheimer Asset Management's iShares Russell 2000 Growth ETF position peaked at $10.5M in Q2 2021.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.