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

Aventura Private Wealth’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	$8.67K	Hold	22	–	–	﹤0.01%	619
2026 Q1	$6.9K	Hold	22	–	–	﹤0.01%	596
2025 Q4	$7.11K	Hold	22	–	–	﹤0.01%	550
2025 Q3	$7.04K	Hold	22	–	–	﹤0.01%	542
2025 Q2	$6.29K	Hold	22	–	–	﹤0.01%	520
2025 Q1	$5.62K	Sell	22 -43	-66%	-$12.1K	﹤0.01%	519
2024 Q4	$18.7K	Buy	+65	New	+$19.2K	0.01%	360

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Aventura Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 22 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Aventura Private Wealth first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Aventura Private Wealth held 22 shares of iShares Russell 2000 Growth ETF worth $8.67K as of Q2 2026.
Aventura Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #619 holding.
Aventura Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's iShares Russell 2000 Growth ETF position peaked at $18.7K in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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