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Oppenheimer & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oppenheimer & Co’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 		$3.08M Buy
9,806
+57
+0.6% +$19K 0.04% 461
2025
Q4 		$3.15M Sell
9,749
-70
-0.7% -$22.8K 0.04% 417
2025
Q3 		$3.14M Sell
9,819
-5,843
-37% -$1.76M 0.04% 473
2025
Q2 		$4.48M Sell
15,662
-3,394
-18% -$893K 0.06% 344
2025
Q1 		$4.87M Buy
19,056
+3,149
+20% +$889K 0.07% 295
2024
Q4 		$4.58M Buy
15,907
+511
+3% +$151K 0.07% 312
2024
Q3 		$4.37M Sell
15,396
-15,673
-50% -$4.29M 0.07% 320
2024
Q2 		$8.16M Buy
31,069
+5,687
+22% +$1.48M 0.13% 168
2024
Q1 		$6.87M Buy
25,382
+8,913
+54% +$2.28M 0.11% 216
2023
Q4 		$4.15M Buy
16,469
+395
+2% +$89K 0.08% 295
2023
Q3 		$3.6M Buy
16,074
+1,525
+10% +$365K 0.07% 299
2023
Q2 		$3.53M Buy
14,549
+4,832
+50% +$1.11M 0.07% 307
2023
Q1 		$2.2M Sell
9,717
-8,776
-47% -$2.01M 0.05% 421
2022
Q4 		$3.97M Buy
18,493
+8,438
+84% +$1.85M 0.09% 271
2022
Q3 		$2.08M Sell
10,055
-4,175
-29% -$940K 0.05% 416
2022
Q2 		$2.94M Buy
14,230
+3,798
+36% +$847K 0.06% 354
2022
Q1 		$2.67M Sell
10,432
-3,428
-25% -$877K 0.05% 428
2021
Q4 		$4.06M Sell
13,860
-1,205
-8% -$363K 0.07% 316
2021
Q3 		$4.42M Sell
15,065
-5,326
-26% -$1.6M 0.08% 287
2021
Q2 		$6.36M Sell
20,391
-1,987
-9% -$598K 0.11% 208
2021
Q1 		$6.73M Buy
22,378
+8,120
+57% +$2.52M 0.13% 176
2020
Q4 		$4.09M Buy
14,258
+291
+2% +$74.2K 0.09% 265
2020
Q3 		$3.09M Buy
13,967
+504
+4% +$110K 0.08% 292
2020
Q2 		$2.79M Buy
13,463
+4,895
+57% +$915K 0.07% 304
2020
Q1 		$1.35M Sell
8,568
-1,850
-18% -$367K 0.04% 437
2019
Q4 		$2.23M Buy
10,418
+2,347
+29% +$476K 0.06% 384
2019
Q3 		$1.56M Buy
8,071
+556
+7% +$110K 0.04% 473
2019
Q2 		$1.51M Sell
7,515
-671
-8% -$133K 0.04% 469
2019
Q1 		$1.61M Buy
8,186
+679
+9% +$129K 0.04% 446
2018
Q4 		$1.26M Sell
7,507
-10,255
-58% -$1.91M 0.04% 457
2018
Q3 		$3.82M Sell
17,762
-6,062
-25% -$1.29M 0.1% 238
2018
Q2 		$4.87M Buy
23,824
+6,650
+39% +$1.33M 0.13% 172
2018
Q1 		$3.27M Buy
17,174
+4,677
+37% +$898K 0.08% 268
2017
Q4 		$2.33M Buy
12,497
+985
+9% +$180K 0.06% 346
2017
Q3 		$2.06M Buy
11,512
+4,139
+56% +$703K 0.06% 377
2017
Q2 		$1.24M Buy
7,373
+757
+11% +$125K 0.03% 524
2017
Q1 		$1.07M Buy
6,616
+1,758
+36% +$279K 0.03% 561
2016
Q4 		$748K Sell
4,858
-1,479
-23% -$221K 0.02% 656
2016
Q3 		$944K Buy
6,337
+301
+5% +$43.9K 0.03% 593
2016
Q2 		$828K Sell
6,036
-16,277
-73% -$2.2M 0.02% 607
2016
Q1 		$2.96M Sell
22,313
-281
-1% -$35.1K 0.09% 252
2015
Q4 		$3.15M Buy
22,594
+3,217
+17% +$456K 0.09% 248
2015
Q3 		$2.6M Sell
19,377
-7,022
-27% -$1.04M 0.08% 301
2015
Q2 		$4.08M Buy
26,399
+3,302
+14% +$506K 0.11% 215
2015
Q1 		$3.5M Buy
23,097
+1,866
+9% +$272K 0.1% 243
2014
Q4 		$3.02M Sell
21,231
-1,043
-5% -$141K 0.09% 276
2014
Q3 		$2.89M Sell
22,274
-11,315
-34% -$1.52M 0.09% 277
2014
Q2 		$4.65M Buy
33,589
+13,703
+69% +$1.8M 0.14% 173
2014
Q1 		$2.71M Sell
19,886
-37,863
-66% -$5.18M 0.08% 294
2013
Q4 		$7.83M Buy
57,749
+6,910
+14% +$895K 0.25% 95
2013
Q3 		$6.4M Buy
50,839
+41,885
+468% +$5.05M 0.22% 111
2013
Q2 		$998K Buy
+8,954
New +$978K 0.04% 517

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Oppenheimer & Co's IWO Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.58% in Q1 2026, buying an estimated $19K and bringing the position to 9,806 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #461.

Oppenheimer & Co first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.16M in Q2 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Oppenheimer & Co held 9,806 shares of iShares Russell 2000 Growth ETF worth $3.08M as of Q1 2026.
  • Oppenheimer & Co bought 57 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $19K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Oppenheimer & Co's portfolio in Q1 2026, its #461 holding.
  • Oppenheimer & Co first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's iShares Russell 2000 Growth ETF position peaked at $8.16M in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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