Oppenheimer Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Oppenheimer Asset Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14,596	Closed	-$1.87M	–	1161
2026 Q1	$1.87M	Sell	14,596 -26,870	-65%	-$3.64M	0.02%	570
2025 Q4	$5.68M	Buy	41,466 +36,273	+698%	+$5.07M	0.07%	275
2025 Q3	$740K	Buy	5,193 +2,667	+106%	+$377K	0.01%	822
2025 Q2	$350K	Buy	+2,526	New	+$320K	﹤0.01%	950
2025 Q1	–	Sell	-56,093	Closed	-$7.11M	–	1163
2024 Q4	$7.11M	Buy	+56,093	New	+$7.13M	0.09%	250
2024 Q3	–	Sell	-3,052	Closed	-$337K	–	1190
2024 Q2	$337K	Buy	+3,052	New	+$335K	﹤0.01%	950
2024 Q1	–	Sell	-59,549	Closed	-$6.22M	–	1138
2023 Q4	$6.22M	Buy	+59,549	New	+$5.65M	0.09%	265
2023 Q1	–	Sell	-36,559	Closed	-$3.06M	–	1159
2022 Q4	$3.06M	Buy	36,559 +33,971	+1,313%	+$2.86M	0.05%	371
2022 Q3	$203K	Buy	+2,588	New	+$223K	﹤0.01%	1048
2022 Q1	–	Sell	-22,085	Closed	-$2.54M	–	1225
2021 Q4	$2.54M	Buy	+22,085	New	+$2.58M	0.03%	477
2021 Q1	–	Sell	-2,595	Closed	-$266K	–	1188
2020 Q4	$266K	Buy	+2,595	New	+$247K	﹤0.01%	1014
2020 Q2	–	Sell	-864	Closed	-$52K	–	1260
2020 Q1	$52K	Sell	864 -14,726	-94%	-$1.07M	﹤0.01%	1253
2019 Q4	$1.19M	Buy	15,590 +3,558	+30%	+$261K	0.03%	585
2019 Q3	$851K	Sell	12,032 -86	-0.7%	-$6.18K	0.02%	657
2019 Q2	$864K	Sell	12,118 -234	-2%	-$16.3K	0.02%	663
2019 Q1	$838K	Sell	12,352 -23,108	-65%	-$1.48M	0.02%	654
2018 Q4	$2.02M	Buy	+35,460	New	+$2.16M	0.05%	365
2018 Q3	–	Sell	-3,702	Closed	-$235K	–	1159
2018 Q2	$235K	Sell	3,702 -398	-10%	-$25.1K	0.01%	1030
2018 Q1	$252K	Sell	4,100 -234	-5%	-$14.6K	0.01%	988
2017 Q4	$246K	Hold	4,334	–	–	0.01%	988
2017 Q3	$246K	Sell	4,334 -804	-16%	-$44.1K	0.01%	992
2017 Q2	$278K	Sell	5,138 -84	-2%	-$4.47K	0.01%	941
2017 Q1	$271K	Buy	+5,222	New	+$267K	0.01%	963

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Oppenheimer Asset Management's IWP Position: Q2 2026 in Review

Oppenheimer Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 14,596 shares — an estimated $1.87M sold.

Oppenheimer Asset Management first reported a position in IWP in Q1 2017 and held it in 23 quarters. The position peaked at $7.11M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Oppenheimer Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Oppenheimer Asset Management sold 14,596 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.87M.
Oppenheimer Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and held it in 23 quarters.
Oppenheimer Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.11M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.