OAM
Oppenheimer Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,564
| Closed | -$3.9M | – | 1162 |
|
|
2024
Q4 | $3.9M | Buy |
+13,564
| New | +$3.9M | 0.05% | 374 |
|
|
2024
Q1 | – | Sell |
-6,453
| Closed | -$1.63M | – | 1137 |
|
|
2023
Q4 | $1.63M | Buy |
+6,453
| New | +$1.63M | 0.02% | 571 |
|
|
2023
Q2 | – | Sell |
-1,066
| Closed | -$242K | – | 1144 |
|
|
2023
Q1 | $242K | Sell |
1,066
-15,976
| -94% | -$3.62M | ﹤0.01% | 1013 |
|
|
2022
Q4 | $3.66M | Buy |
+17,042
| New | +$3.66M | 0.06% | 332 |
|
|
2022
Q1 | – | Sell |
-9,472
| Closed | -$2.78M | – | 1224 |
|
|
2021
Q4 | $2.78M | Sell |
9,472
-25,443
| -73% | -$7.46M | 0.04% | 450 |
|
|
2021
Q3 | $10.3M | Buy |
34,915
+1,174
| +3% | +$345K | 0.15% | 164 |
|
|
2021
Q2 | $10.5M | Buy |
33,741
+1,628
| +5% | +$507K | 0.15% | 163 |
|
|
2021
Q1 | $9.66M | Buy |
32,113
+187
| +0.6% | +$56.2K | 0.15% | 165 |
|
|
2020
Q4 | $9.15M | Sell |
31,926
-1,102
| -3% | -$316K | 0.15% | 167 |
|
|
2020
Q3 | $7.32M | Buy |
33,028
+4,636
| +16% | +$1.03M | 0.14% | 173 |
|
|
2020
Q2 | $5.87M | Buy |
+28,392
| New | +$5.87M | 0.12% | 203 |
|
|
2020
Q1 | – | Sell |
-1,673
| Closed | -$359K | – | 1571 |
|
|
2019
Q4 | $359K | Buy |
+1,673
| New | +$359K | 0.01% | 914 |
|
|
2019
Q1 | – | Sell |
-8,346
| Closed | -$1.4M | – | 1624 |
|
|
2018
Q4 | $1.4M | Buy |
+8,346
| New | +$1.4M | 0.03% | 464 |
|