AWE
IWM icon

Avidian Wealth Enterprises’s iShares Russell 2000 ETF IWM Stock Holding History

Avidian Wealth Enterprises’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 		$8.4M Sell
27,959
-1,251
-4% -$352K 0.23% 75
2026
Q1 		$7.24M Sell
29,210
-616
-2% -$159K 0.23% 73
2025
Q4 		$7.34M Buy
29,826
+43
+0.1% +$10.6K 0.27% 59
2025
Q3 		$7.21M Sell
29,783
-3,256
-10% -$747K 0.27% 60
2025
Q2 		$7.13M Sell
33,039
-342
-1% -$68.8K 0.29% 58
2025
Q1 		$6.66M Sell
33,381
-1,719
-5% -$373K 0.3% 57
2024
Q4 		$7.76M Sell
35,100
-939
-3% -$214K 0.35% 47
2024
Q3 		$7.96M Sell
36,039
-1,195
-3% -$256K 0.36% 48
2024
Q2 		$7.55M Buy
37,234
+9,120
+32% +$1.84M 0.31% 49
2024
Q1 		$5.91M Sell
28,114
-9,185
-25% -$1.83M 0.29% 57
2023
Q4 		$7.49M Buy
37,299
+143
+0.4% +$25.6K 0.46% 42
2023
Q3 		$6.57M Buy
37,156
+9,914
+36% +$1.86M 0.46% 45
2023
Q2 		$5.1M Buy
27,242
+576
+2% +$103K 0.33% 67
2023
Q1 		$4.76M Sell
26,666
-976
-4% -$180K 0.26% 76
2022
Q4 		$4.82M Buy
27,642
+2,064
+8% +$367K 0.31% 70
2022
Q3 		$4.22M Buy
25,578
+3,012
+13% +$549K 0.3% 59
2022
Q2 		$3.82M Buy
22,566
+11
+0% +$2.03K 0.27% 72
2022
Q1 		$4.63M Sell
22,555
-8,158
-27% -$1.66M 0.28% 69
2021
Q4 		$6.83M Buy
30,713
+18,229
+146% +$4.12M 0.43% 45
2021
Q3 		$2.73M Sell
12,484
-396
-3% -$87.8K 0.21% 77
2021
Q2 		$2.95M Buy
12,880
+470
+4% +$106K 0.23% 74
2021
Q1 		$2.74M Sell
12,410
-26
-0.2% -$5.68K 0.23% 71
2020
Q4 		$2.44M Sell
12,436
-20,114
-62% -$3.52M 0.23% 67
2020
Q3 		$4.88M Sell
32,550
-2,612
-7% -$393K 0.55% 42
2020
Q2 		$5.03M Sell
35,162
-3,192
-8% -$419K 0.68% 36
2020
Q1 		$4.39M Buy
38,354
+1,714
+5% +$256K 0.7% 30
2019
Q4 		$6.07M Buy
36,640
+1,064
+3% +$168K 0.86% 22
2019
Q3 		$5.38M Buy
35,576
+614
+2% +$93.8K 0.89% 22
2019
Q2 		$5.44M Buy
34,962
+10,173
+41% +$1.57M 1.29% 18
2019
Q1 		$3.79M Buy
24,789
+5,066
+26% +$761K 0.84% 21
2018
Q4 		$2.64M Buy
+19,723
New +$2.94M 0.92% 20
2018
Q1 		– Sell
-1,393
Closed -$212 – 108
2017
Q4 		$212 Sell
1,393
-91
-6% -$13.7K 0.06% 95
2017
Q3 		$220K Sell
1,484
-417
-22% -$58.7K 0.08% 79
2017
Q2 		$268K Sell
1,901
-682
-26% -$94.4K 0.11% 67
2017
Q1 		$355K Sell
2,583
-68,200
-96% -$9.32M 0.14% 52
2016
Q4 		$9.54M Sell
70,783
-7,224
-9% -$923K 4.16% 10
2016
Q3 		$9.69M Sell
78,007
-2,092
-3% -$254K 3.93% 11
2016
Q2 		$9.21K Buy
80,099
+17,723
+28% +$2M 3.35% 10
2016
Q1 		$6.9M Buy
+62,376
New +$6.46M 3.7% 11

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Avidian Wealth Enterprises's IWM Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2026, selling an estimated $352K and leaving 27,959 shares worth $8.4M. The position accounts for 0.23% of the portfolio, ranked #75.

Avidian Wealth Enterprises first reported a position in IWM in Q1 2016 and has held it in 39 quarters since. The position peaked at $9.69M in Q3 2016. 1,348 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Avidian Wealth Enterprises held 27,959 shares of iShares Russell 2000 ETF worth $8.4M as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,251 iShares Russell 2000 ETF shares in Q2 2026, an estimated $352K.
  • iShares Russell 2000 ETF made up 0.23% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #75 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 39 quarters since.
  • Avidian Wealth Enterprises's iShares Russell 2000 ETF position peaked at $9.69M in Q3 2016.
  • 1,348 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.