IWF ISHARES TR RUSSELL1000GRW

Ownership history in OPPENHEIMER & CO INC  ·  88 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported ISHARES TR RUSSELL1000GRW (IWF) in 88 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.05% in 2025 Q4. The latest visible filing shows IWF at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in ISHARES TR RUSSELL1000GRW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWF was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 155,569 +44,506 +40.1% 1.05% $73.6M 2026-02-14 (Est.) $446.78
2025 Q3 REDUCED 111,063 -890 -0.8% 0.63% $52.0M 2025-11-06 $471.28
2025 Q2 ADDED 111,953 +14,290 +14.6% 0.63% $47.5M 2025-07-31 $439.17
2025 Q1 REDUCED 97,663 -2,007 -2.0% 0.53% $35.3M 2025-04-23 $348.19
2024 Q4 ADDED 99,670 +2,387 +2.5% 0.60% $40.0M 2025-02-05 $408.51
2024 Q3 ADDED 97,283 +1,990 +2.1% 0.56% $36.5M 2024-11-05 $378.57
2024 Q2 ADDED 95,293 +8,131 +9.3% 0.55% $34.7M 2024-08-08 $340.07
2024 Q1 ADDED 87,162 +5,585 +6.8% 0.49% $29.4M 2024-05-07 $332.82
2023 Q4 ADDED 81,577 +6,947 +9.3% 0.45% $24.7M 2024-02-13 $320.06
79 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning IWF?

OPPENHEIMER & CO INC reported IWF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWF position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for IWF was 1.05% in 2025 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when OPPENHEIMER & CO INC reported 155,569 shares, equal to 1.05% of portfolio, with an estimated market value of $73.6M.

What does the chart on this IWF ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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