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Oppenheimer & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Oppenheimer & Co’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 		$27.5M Sell
187,930
-12,487
-6% -$1.72M 0.29% 60
2026
Q1 		$25.7M Sell
200,417
-4,092
-2% -$554K 0.31% 56
2025
Q4 		$28M Sell
204,509
-35
-0% -$4.89K 0.4% 41
2025
Q3 		$29.1M Sell
204,544
-2,767
-1% -$391K 0.36% 43
2025
Q2 		$28.7M Buy
207,311
+5,015
+2% +$634K 0.38% 36
2025
Q1 		$23.8M Buy
202,296
+23,160
+13% +$2.98M 0.36% 44
2024
Q4 		$22.7M Buy
179,136
+100,819
+129% +$12.8M 0.34% 52
2024
Q3 		$9.19M Buy
78,317
+6,451
+9% +$721K 0.14% 160
2024
Q2 		$7.93M Sell
71,866
-1,988
-3% -$218K 0.13% 176
2024
Q1 		$8.43M Buy
73,854
+8,996
+14% +$973K 0.14% 164
2023
Q4 		$6.78M Buy
64,858
+15,677
+32% +$1.49M 0.12% 192
2023
Q3 		$4.49M Sell
49,181
-3,256
-6% -$311K 0.09% 251
2023
Q2 		$5.07M Buy
52,437
+1,303
+3% +$119K 0.1% 233
2023
Q1 		$4.66M Buy
51,134
+1,412
+3% +$126K 0.1% 242
2022
Q4 		$4.16M Buy
49,722
+2,790
+6% +$235K 0.09% 257
2022
Q3 		$3.68M Buy
46,932
+3,058
+7% +$263K 0.09% 278
2022
Q2 		$3.48M Buy
43,874
+4,650
+12% +$405K 0.07% 315
2022
Q1 		$3.94M Sell
39,224
-10,292
-21% -$1.03M 0.07% 328
2021
Q4 		$5.71M Buy
49,516
+10,385
+27% +$1.21M 0.1% 235
2021
Q3 		$4.38M Sell
39,131
-439
-1% -$50.5K 0.08% 289
2021
Q2 		$4.48M Buy
39,570
+2,820
+8% +$301K 0.08% 287
2021
Q1 		$3.75M Buy
36,750
+13,264
+56% +$1.39M 0.07% 308
2020
Q4 		$2.41M Buy
23,486
+1,364
+6% +$130K 0.05% 396
2020
Q3 		$1.91M Sell
22,122
-718
-3% -$60.6K 0.05% 398
2020
Q2 		$1.81M Buy
22,840
+8
+0% +$580 0.05% 403
2020
Q1 		$1.39M Sell
22,832
-826
-3% -$60.2K 0.04% 432
2019
Q4 		$1.8M Sell
23,658
-846
-3% -$62K 0.04% 443
2019
Q3 		$1.73M Buy
24,504
+274
+1% +$19.7K 0.05% 433
2019
Q2 		$1.73M Sell
24,230
-214
-0.9% -$14.9K 0.05% 434
2019
Q1 		$1.66M Buy
24,444
+4,524
+23% +$290K 0.04% 438
2018
Q4 		$1.13M Sell
19,920
-4,064
-17% -$247K 0.04% 501
2018
Q3 		$1.63M Sell
23,984
-1,662
-6% -$110K 0.04% 457
2018
Q2 		$1.63M Sell
25,646
-2,146
-8% -$135K 0.04% 442
2018
Q1 		$1.71M Buy
27,792
+5,162
+23% +$322K 0.04% 435
2017
Q4 		$1.36M Sell
22,630
-836
-4% -$49.1K 0.04% 513
2017
Q3 		$1.33M Sell
23,466
-556
-2% -$30.5K 0.04% 514
2017
Q2 		$1.3M Sell
24,022
-908
-4% -$48.3K 0.04% 510
2017
Q1 		$1.29M Sell
24,930
-386
-2% -$19.7K 0.04% 493
2016
Q4 		$1.23M Sell
25,316
-4,208
-14% -$203K 0.04% 497
2016
Q3 		$1.44M Buy
29,524
+4,970
+20% +$241K 0.04% 473
2016
Q2 		$1.15M Sell
24,554
-1,730
-7% -$80K 0.03% 522
2016
Q1 		$1.21M Sell
26,284
-11,952
-31% -$516K 0.04% 488
2015
Q4 		$1.76M Buy
38,236
+2,406
+7% +$112K 0.05% 386
2015
Q3 		$1.59M Sell
35,830
-3,020
-8% -$143K 0.05% 429
2015
Q2 		$1.88M Buy
38,850
+804
+2% +$39.7K 0.05% 417
2015
Q1 		$1.86M Sell
38,046
-566
-1% -$27K 0.05% 423
2014
Q4 		$1.8M Sell
38,612
-1,442
-4% -$65.2K 0.05% 418
2014
Q3 		$1.77M Sell
40,054
-86
-0.2% -$3.84K 0.05% 414
2014
Q2 		$1.8M Sell
40,140
-328
-0.8% -$14.1K 0.05% 406
2014
Q1 		$1.74M Buy
40,468
+502
+1% +$21.4K 0.05% 421
2013
Q4 		$1.69M Sell
39,966
-680
-2% -$27.5K 0.05% 387
2013
Q3 		$1.59M Sell
40,646
-1,010
-2% -$38.5K 0.06% 389
2013
Q2 		$1.49M Buy
+41,656
New +$1.49M 0.06% 379

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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 & Co's IWP Position: Q2 2026 in Review

Oppenheimer & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.2% in Q2 2026, selling an estimated $1.72M and leaving 187,930 shares worth $27.5M. The position accounts for 0.29% of the portfolio, ranked #60.

Oppenheimer & Co first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.1M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Oppenheimer & Co held 187,930 shares of iShares Russell Mid-Cap Growth ETF worth $27.5M as of Q2 2026.
  • Oppenheimer & Co sold 12,487 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.72M.
  • iShares Russell Mid-Cap Growth ETF made up 0.29% of Oppenheimer & Co's portfolio in Q2 2026, its #60 holding.
  • Oppenheimer & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Oppenheimer & Co's iShares Russell Mid-Cap Growth ETF position peaked at $29.1M in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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