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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
2021
Q3 		– Sell
-333,000
Closed -$396K – 407
2021
Q2 		$396K Buy
+333,000
New +$74.9M 0.03% 264

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. 1,350 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.
  • 1,350 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.