Avion Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avion Wealth’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	$16K	Hold	42	–	–	﹤0.01%	447
2026 Q1	$13K	Hold	42	–	–	﹤0.01%	424
2025 Q4	$13K	Hold	42	–	–	﹤0.01%	428
2025 Q3	$13K	Hold	42	–	–	﹤0.01%	422
2025 Q2	$12K	Hold	42	–	–	﹤0.01%	421
2025 Q1	$12K	Hold	42	–	–	﹤0.01%	358
2024 Q4	$12K	Sell	42 -33	-44%	-$9.76K	﹤0.01%	358
2024 Q3	$21K	Hold	75	–	–	0.01%	247
2024 Q2	$19K	Buy	75 +51	+213%	+$13.2K	0.01%	238
2024 Q1	$7K	Buy	+24	New	+$6.13K	﹤0.01%	389
2023 Q2	–	Sell	-19	Closed	-$4K	–	887
2023 Q1	$4K	Hold	19	–	–	﹤0.01%	333
2022 Q4	$3K	Hold	19	–	–	﹤0.01%	358
2022 Q3	$4K	Hold	19	–	–	﹤0.01%	343
2022 Q2	$4K	Hold	19	–	–	﹤0.01%	344
2022 Q1	$5K	Hold	19	–	–	﹤0.01%	290
2021 Q4	$6K	Hold	19	–	–	﹤0.01%	278
2021 Q3	$6K	Hold	19	–	–	﹤0.01%	270
2021 Q2	$6K	Hold	19	–	–	﹤0.01%	256
2021 Q1	$6K	Hold	19	–	–	﹤0.01%	250
2020 Q4	$5K	Hold	19	–	–	﹤0.01%	278
2020 Q3	$4K	Sell	19 -25	-57%	-$5.47K	﹤0.01%	244
2020 Q2	$9K	Hold	44	–	–	﹤0.01%	170
2020 Q1	$7K	Buy	+44	New	+$8.74K	﹤0.01%	183

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

Avion Wealth's IWO Position: Q2 2026 in Review

Avion Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 42 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Avion Wealth first reported a position in IWO in Q1 2020 and has held it in 23 quarters since. The position peaked at $21K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Avion Wealth held 42 shares of iShares Russell 2000 Growth ETF worth $16K as of Q2 2026.
Avion Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #447 holding.
Avion Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 23 quarters since.
Avion Wealth's iShares Russell 2000 Growth ETF position peaked at $21K in Q3 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.