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

Aviance Capital Partners’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 		$248K Hold
790
– – 0.03% 334
2025
Q4 		$255K Hold
790
– – 0.03% 327
2025
Q3 		$253K Hold
790
– – 0.03% 322
2025
Q2 		$226K Hold
790
– – 0.03% 315
2025
Q1 		$202K Hold
790
– – 0.03% 323
2024
Q4 		$227K Buy
+790
New +$234K 0.03% 290

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

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

Aviance Capital Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 790 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #334.

Aviance Capital Partners first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Aviance Capital Partners held 790 shares of iShares Russell 2000 Growth ETF worth $248K as of Q1 2026.
  • Aviance Capital Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #334 holding.
  • Aviance Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Aviance Capital Partners's iShares Russell 2000 Growth ETF position peaked at $255K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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