Aviance Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Aviance Capital Partners’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 Q1	$326K	Buy	1,316 +51	+4%	+$13.2K	0.04%	299
2025 Q4	$311K	Hold	1,265	–	–	0.04%	301
2025 Q3	$306K	Buy	+1,265	New	+$290K	0.04%	294
2023 Q4	–	Sell	-1,858	Closed	-$328K	–	264
2023 Q3	$328K	Sell	1,858 -51	-3%	-$9.57K	0.07%	198
2023 Q2	$357K	Hold	1,909	–	–	0.08%	203
2023 Q1	$341K	Buy	+1,909	New	+$351K	0.08%	204

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aviance Capital Partners's IWM Position: Q1 2026 in Review

Aviance Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 4% in Q1 2026, buying an estimated $13.2K and bringing the position to 1,316 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #299.

Aviance Capital Partners first reported a position in IWM in Q1 2023 and has held it in 6 quarters since. The position peaked at $357K in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Aviance Capital Partners held 1,316 shares of iShares Russell 2000 ETF worth $326K as of Q1 2026.
Aviance Capital Partners bought 51 iShares Russell 2000 ETF shares in Q1 2026, an estimated $13.2K.
iShares Russell 2000 ETF made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #299 holding.
Aviance Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 6 quarters since.
Aviance Capital Partners's iShares Russell 2000 ETF position peaked at $357K in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.