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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
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 $1.37T 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

Avaii Wealth Management's IWO Position: Q1 2026 in Review

Avaii Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.7% in Q1 2026, selling an estimated $13.3K and leaving 1,468 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #76.

Avaii Wealth Management first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $560K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Avaii Wealth Management held 1,468 shares of iShares Russell 2000 Growth ETF worth $461K as of Q1 2026.
  • Avaii Wealth Management sold 40 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $13.3K.
  • iShares Russell 2000 Growth ETF made up 0.16% of Avaii Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Avaii Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's iShares Russell 2000 Growth ETF position peaked at $560K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.