OFG
IWO icon

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
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
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

Oxford Financial Group's IWO Position: Q1 2026 in Review

Oxford Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,446 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #174.

Oxford Financial Group first reported a position in IWO in Q1 2019 and has held it in 29 quarters since. The position peaked at $756K in Q2 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Oxford Financial Group held 1,446 shares of iShares Russell 2000 Growth ETF worth $454K as of Q1 2026.
  • Oxford Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #174 holding.
  • Oxford Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Oxford Financial Group's iShares Russell 2000 Growth ETF position peaked at $756K in Q2 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.