ETF Holders

Oak Ridge Investments LLC ETF holdings

Chicago, IL

Reported $849K in 2 ETFs in its Form 13F for June 30, 2026.

ETF value
$849K
ETFs held
2
Change from prior quarter
-63.9%
With price moves
ETFs as a share of its 13F
0.0%
of $1.8B

Top 2 of 2 ETF holdings

TickerFundValueSharesChange
IWFiShares Russell 1000 Growth ETF$546K4,399+3,894 shares
IUSGiShares Core S&P U.S. Growth ETF$303K1,609−12,182 shares

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001054554. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Oak Ridge Investments LLC own?

Oak Ridge Investments LLC reported 2 ETF positions worth $849K in its Form 13F for June 30, 2026. The largest was IWF, at $546K.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.