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 Q2	$395K	Hold	1,316	–	–	0.04%	292
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aviance Capital Partners's IWM Position: Q2 2026 in Review

Aviance Capital Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,316 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #292.

Aviance Capital Partners first reported a position in IWM in Q1 2023 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Aviance Capital Partners held 1,316 shares of iShares Russell 2000 ETF worth $395K as of Q2 2026.
Aviance Capital Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #292 holding.
Aviance Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 7 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.