AWE
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Avidian Wealth Enterprises’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$7.15M Sell
20,034
-215
-1% -$81.1K 0.2% 81
2026
Q2 		$7.98M Sell
20,249
-156
-0.8% -$56.9K 0.22% 79
2026
Q1 		$6.4M Buy
20,405
+955
+5% +$318K 0.2% 78
2025
Q4 		$6.28M Sell
19,450
-316
-2% -$103K 0.23% 67
2025
Q3 		$6.33M Sell
19,766
-6,917
-26% -$2.09M 0.24% 68
2025
Q2 		$7.63M Sell
26,683
-546
-2% -$144K 0.31% 51
2025
Q1 		$6.96M Sell
27,229
-413
-1% -$117K 0.31% 56
2024
Q4 		$7.96M Sell
27,642
-815
-3% -$241K 0.36% 46
2024
Q3 		$8.08M Sell
28,457
-1,996
-7% -$547K 0.37% 46
2024
Q2 		$7.99M Sell
30,453
-2,713
-8% -$704K 0.33% 45
2024
Q1 		$8.98M Sell
33,166
-2,295
-6% -$586K 0.44% 40
2023
Q4 		$8.94M Sell
35,461
-12,825
-27% -$2.89M 0.55% 38
2023
Q3 		$10.8M Sell
48,286
-3,989
-8% -$955K 0.76% 31
2023
Q2 		$12.7M Buy
52,275
+10,243
+24% +$2.35M 0.83% 26
2023
Q1 		$9.53M Buy
+42,032
New +$9.61M 0.52% 42

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Avidian Wealth Enterprises's IWO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q3 2026, selling an estimated $81.1K and leaving 20,034 shares worth $7.15M. The position accounts for 0.2% of the portfolio, ranked #81.

Avidian Wealth Enterprises first reported a position in IWO in Q1 2023 and has held it in 15 quarters since. The position peaked at $12.7M in Q2 2023. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Avidian Wealth Enterprises held 20,034 shares of iShares Russell 2000 Growth ETF worth $7.15M as of Q3 2026.
  • Avidian Wealth Enterprises sold 215 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $81.1K.
  • iShares Russell 2000 Growth ETF made up 0.2% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #81 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's iShares Russell 2000 Growth ETF position peaked at $12.7M in Q2 2023.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.