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 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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Avidian Wealth Enterprises reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.76% in Q2 2026, selling an estimated $56.9K and leaving 20,249 shares worth $7.98M. The position accounts for 0.22% of the portfolio, ranked #79.

Avidian Wealth Enterprises first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.7M in Q2 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Avidian Wealth Enterprises held 20,249 shares of iShares Russell 2000 Growth ETF worth $7.98M as of Q2 2026.
Avidian Wealth Enterprises sold 156 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $56.9K.
iShares Russell 2000 Growth ETF made up 0.22% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #79 holding.
Avidian Wealth Enterprises first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Avidian Wealth Enterprises's iShares Russell 2000 Growth ETF position peaked at $12.7M in Q2 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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