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Avion Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Avion Wealth’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
Q1 		$116K Sell
470
-22
-4% -$5.67K 0.02% 139
2025
Q4 		$121K Sell
492
-87
-15% -$21.4K 0.03% 129
2025
Q3 		$140K Hold
579
– – 0.03% 126
2025
Q2 		$125K Sell
579
-44
-7% -$8.85K 0.03% 123
2025
Q1 		$137K Hold
623
– – 0.04% 112
2024
Q4 		$137K Sell
623
-45
-7% -$10.3K 0.04% 112
2024
Q3 		$147K Sell
668
-149
-18% -$31.9K 0.04% 93
2024
Q2 		$165K Buy
817
+142
+21% +$28.7K 0.05% 81
2024
Q1 		$142K Sell
675
-35
-5% -$6.98K 0.04% 91
2023
Q4 		$143K Sell
710
-12
-2% -$2.15K 0.04% 87
2023
Q3 		$127K Hold
722
– – 0.04% 88
2023
Q2 		$135K Sell
722
-56
-7% -$9.98K 0.04% 89
2023
Q1 		$135K Hold
778
– – 0.04% 88
2022
Q4 		$128K Hold
778
– – 0.04% 87
2022
Q3 		$128K Sell
778
-133
-15% -$24.3K 0.04% 87
2022
Q2 		$154K Buy
911
+577
+173% +$106K 0.05% 70
2022
Q1 		$69K Hold
334
– – 0.02% 109
2021
Q4 		$74K Hold
334
– – 0.02% 104
2021
Q3 		$73K Hold
334
– – 0.02% 102
2021
Q2 		$77K Hold
334
– – 0.02% 97
2021
Q1 		$74K Sell
334
-49
-13% -$10.7K 0.03% 94
2020
Q4 		$75K Buy
383
+197
+106% +$34.5K 0.02% 97
2020
Q3 		$28K Buy
186
+34
+22% +$5.12K 0.01% 116
2020
Q2 		$22K Hold
152
– – 0.01% 124
2020
Q1 		$17K Buy
+152
New +$22.7K 0.01% 134

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avion Wealth's IWM Position: Q1 2026 in Review

Avion Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q1 2026, selling an estimated $5.67K and leaving 470 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #139.

Avion Wealth first reported a position in IWM in Q1 2020 and has held it in 25 quarters since. The position peaked at $165K in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Avion Wealth held 470 shares of iShares Russell 2000 ETF worth $116K as of Q1 2026.
  • Avion Wealth sold 22 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.67K.
  • iShares Russell 2000 ETF made up 0.02% of Avion Wealth's portfolio in Q1 2026, its #139 holding.
  • Avion Wealth first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's iShares Russell 2000 ETF position peaked at $165K in Q2 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.