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Avaii Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avaii Wealth Management’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 		$563K Sell
1,430
-38
-3% -$13.9K 0.17% 79
2026
Q1 		$461K Sell
1,468
-40
-3% -$13.3K 0.16% 76
2025
Q4 		$487K Sell
1,508
-20
-1% -$6.5K 0.18% 76
2025
Q3 		$489K Sell
1,528
-5
-0.3% -$1.51K 0.19% 74
2025
Q2 		$438K Sell
1,533
-9
-0.6% -$2.37K 0.19% 64
2025
Q1 		$394K Hold
1,542
– – 0.21% 66
2024
Q4 		$444K Sell
1,542
-28
-2% -$8.28K 0.22% 64
2024
Q3 		$446K Sell
1,570
-10
-0.6% -$2.74K 0.23% 62
2024
Q2 		$415K Sell
1,580
-248
-14% -$64.4K 0.23% 78
2024
Q1 		$495K Sell
1,828
-20
-1% -$5.11K 0.29% 63
2023
Q4 		$466K Sell
1,848
-13
-0.7% -$2.93K 0.3% 76
2023
Q3 		$417K Hold
1,861
– – 0.32% 75
2023
Q2 		$452K Sell
1,861
-106
-5% -$24.3K 0.35% 68
2023
Q1 		$446K Sell
1,967
-28
-1% -$6.41K 0.39% 56
2022
Q4 		$428K Buy
1,995
+177
+10% +$38.8K 0.38% 59
2022
Q3 		$376K Sell
1,818
-5
-0.3% -$1.13K 0.39% 59
2022
Q2 		$376K Sell
1,823
-88
-5% -$19.6K 0.4% 50
2022
Q1 		$489K Hold
1,911
– – 0.45% 36
2021
Q4 		$560K Buy
+1,911
New +$576K 0.56% 34

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Avaii Wealth Management's IWO Position: Q2 2026 in Review

Avaii Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.6% in Q2 2026, selling an estimated $13.9K and leaving 1,430 shares worth $563K. The position accounts for 0.17% of the portfolio, ranked #79.

Avaii Wealth Management first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Avaii Wealth Management held 1,430 shares of iShares Russell 2000 Growth ETF worth $563K as of Q2 2026.
  • Avaii Wealth Management sold 38 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 2000 Growth ETF made up 0.17% of Avaii Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Avaii Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.