APW
IWM icon

Aventura Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Aventura Private Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Buy
548
+300
+121% +$84.3K 0.05% 192
2026
Q1 		$61.5K Buy
248
+222
+854% +$57.3K 0.02% 290
2025
Q4 		$6.4K Hold
26
– – ﹤0.01% 566
2025
Q3 		$6.29K Hold
26
– – ﹤0.01% 555
2025
Q2 		$5.61K Hold
26
– – ﹤0.01% 531
2025
Q1 		$5.19K Sell
26
-17
-40% -$3.69K ﹤0.01% 527
2024
Q4 		$9.5K Buy
+43
New +$9.8K 0.01% 439

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aventura Private Wealth's IWM Position: Q2 2026 in Review

Aventura Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 121% in Q2 2026, buying an estimated $84.3K and bringing the position to 548 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #192.

Aventura Private Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aventura Private Wealth held 548 shares of iShares Russell 2000 ETF worth $165K as of Q2 2026.
  • Aventura Private Wealth bought 300 iShares Russell 2000 ETF shares in Q2 2026, an estimated $84.3K.
  • iShares Russell 2000 ETF made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #192 holding.
  • Aventura Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.