Oxford Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Oxford Financial Group’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 Q2	$570K	Hold	1,446	–	–	0.03%	150
2026 Q1	$454K	Hold	1,446	–	–	0.02%	174
2025 Q4	$467K	Hold	1,446	–	–	0.03%	151
2025 Q3	$463K	Sell	1,446 -23	-2%	-$6.94K	0.03%	149
2025 Q2	$420K	Sell	1,469 -16	-1%	-$4.21K	0.03%	146
2025 Q1	$379K	Hold	1,485	–	–	0.03%	152
2024 Q4	$427K	Sell	1,485 -80	-5%	-$23.7K	0.03%	164
2024 Q3	$444K	Hold	1,565	–	–	0.03%	156
2024 Q2	$411K	Buy	1,565 +119	+8%	+$30.9K	0.03%	178
2024 Q1	$392K	Sell	1,446 -7	-0.5%	-$1.79K	0.03%	155
2023 Q4	$366K	Sell	1,453 -210	-13%	-$47.3K	0.03%	162
2023 Q3	$373K	Buy	1,663 +210	+14%	+$50.3K	0.03%	152
2023 Q2	$353K	Hold	1,453	–	–	0.03%	160
2023 Q1	$330K	Hold	1,453	–	–	0.04%	140
2022 Q4	$312K	Hold	1,453	–	–	0.04%	149
2022 Q3	$300K	Hold	1,453	–	–	0.05%	137
2022 Q2	$300K	Hold	1,453	–	–	0.04%	150
2022 Q1	$372K	Hold	1,453	–	–	0.05%	138
2021 Q4	$426K	Sell	1,453 -965	-40%	-$291K	0.05%	134
2021 Q3	$710K	Sell	2,418 -7	-0.3%	-$2.1K	0.09%	93
2021 Q2	$756K	Hold	2,425	–	–	0.1%	91
2021 Q1	$729K	Hold	2,425	–	–	0.1%	87
2020 Q4	$695K	Hold	2,425	–	–	0.1%	87
2020 Q3	$537K	Hold	2,425	–	–	0.09%	90
2020 Q2	$502K	Sell	2,425 -7	-0.3%	-$1.31K	0.09%	94
2020 Q1	$385K	Hold	2,432	–	–	0.08%	102
2019 Q4	$521K	Buy	2,432 +21	+0.9%	+$4.26K	0.14%	44
2019 Q3	$465K	Buy	2,411 +965	+67%	+$191K	0.15%	40
2019 Q2	$290K	Hold	1,446	–	–	0.1%	44
2019 Q1	$284K	Buy	+1,446	New	+$275K	0.1%	44

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oxford Financial Group's IWO Position: Q2 2026 in Review

Oxford Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,446 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #150.

Oxford Financial Group first reported a position in IWO in Q1 2019 and has held it in 30 quarters since. The position peaked at $756K in Q2 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Oxford Financial Group held 1,446 shares of iShares Russell 2000 Growth ETF worth $570K as of Q2 2026.
Oxford Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #150 holding.
Oxford Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
Oxford Financial Group's iShares Russell 2000 Growth ETF position peaked at $756K in Q2 2021.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.