AWM
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Avior Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Avior Wealth Management’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
Q2 		$4.26M Buy
14,277
+4,627
+48% +$1.3M 0.11% 164
2026
Q1 		$2.37M Buy
9,650
+3,219
+50% +$830K 0.07% 228
2025
Q4 		$1.56M Buy
6,431
+192
+3% +$47.2K 0.05% 232
2025
Q3 		$1.49M Sell
6,239
-109
-2% -$25K 0.05% 237
2025
Q2 		$1.35M Sell
6,348
-185
-3% -$37.2K 0.05% 234
2025
Q1 		$1.28M Sell
6,533
-793
-11% -$172K 0.05% 231
2024
Q4 		$1.6M Buy
7,326
+685
+10% +$156K 0.06% 208
2024
Q3 		$1.45M Sell
6,641
-266
-4% -$56.9K 0.06% 218
2024
Q2 		$1.38M Buy
6,907
+52
+0.8% +$10.5K 0.06% 212
2024
Q1 		$1.42M Buy
6,855
+2,010
+41% +$401K 0.07% 214
2023
Q4 		$953K Sell
4,845
-1,064
-18% -$191K 0.06% 220
2023
Q3 		$1.03M Sell
5,909
-203
-3% -$38.1K 0.07% 183
2023
Q2 		$1.13M Sell
6,112
-1,742
-22% -$311K 0.07% 185
2023
Q1 		$1.38M Sell
7,854
-322
-4% -$59.3K 0.09% 161
2022
Q4 		$1.41M Sell
8,176
-256
-3% -$45.5K 0.11% 147
2022
Q3 		$1.37M Buy
8,432
+3,562
+73% +$650K 0.11% 132
2022
Q2 		$808K Sell
4,870
-154
-3% -$28.4K 0.08% 176
2022
Q1 		$1.03M Sell
5,024
-1,091
-18% -$223K 0.09% 162
2021
Q4 		$1.36M Sell
6,115
-1,848
-23% -$418K 0.11% 147
2021
Q3 		$1.74M Sell
7,963
-874
-10% -$194K 0.14% 122
2021
Q2 		$2.03M Sell
8,837
-399
-4% -$89.7K 0.2% 103
2021
Q1 		$2.04M Buy
9,236
+5,188
+128% +$1.13M 0.22% 103
2020
Q4 		$793K Buy
4,048
+1
+0% +$175 0.1% 183
2020
Q3 		$606K Hold
4,047
– – 0.09% 201
2020
Q2 		$579K Sell
4,047
-914
-18% -$120K 0.09% 204
2020
Q1 		$567K Sell
4,961
-41
-0.8% -$6.11K 0.11% 180
2019
Q4 		$828K Buy
5,002
+1
+0% +$158 0.13% 156
2019
Q3 		$756K Hold
5,001
– – 0.13% 156
2019
Q2 		$778K Sell
5,001
-71
-1% -$10.9K 0.14% 148
2019
Q1 		$776K Sell
5,072
-148
-3% -$22.2K 0.16% 133
2018
Q4 		$698K Buy
5,220
+63
+1% +$9.4K 0.17% 128
2018
Q3 		$869K Buy
5,157
+1
+0% +$169 0.19% 113
2018
Q2 		$844K Buy
5,156
+3
+0.1% +$480 0.19% 112
2018
Q1 		$783K Sell
5,153
-3
-0.1% -$463 0.18% 121
2017
Q4 		$786K Hold
5,156
– – 0.18% 118
2017
Q3 		$764K Sell
5,156
-99
-2% -$13.9K 0.25% 104
2017
Q2 		$741K Sell
5,255
-180
-3% -$24.9K 0.3% 87
2017
Q1 		$747K Sell
5,435
-212
-4% -$29K 0.25% 103
2016
Q4 		$761K Sell
5,647
-71
-1% -$9.07K 0.28% 99
2016
Q3 		$710K Buy
5,718
+78
+1% +$9.48K 0.28% 100
2016
Q2 		$648K Sell
5,640
-1,146
-17% -$129K 0.28% 100
2016
Q1 		$751K Sell
6,786
-228
-3% -$23.6K 0.33% 96
2015
Q4 		$790K Buy
7,014
+87
+1% +$10K 0.43% 78
2015
Q3 		$756K Buy
6,927
+370
+6% +$43.9K 0.44% 76
2015
Q2 		$819K Buy
6,557
+94
+1% +$11.7K 0.64% 36
2015
Q1 		$804K Sell
6,463
-122
-2% -$14.7K 0.62% 36
2014
Q4 		$788K Buy
6,585
+69
+1% +$7.89K 0.63% 35
2014
Q3 		$713K Buy
6,516
+194
+3% +$22.2K 0.61% 39
2014
Q2 		$751K Sell
6,322
-120
-2% -$13.6K 0.63% 36
2014
Q1 		$750K Hold
6,442
– – 0.63% 35
2013
Q4 		$743K Buy
+6,442
New +$712K 0.7% 32

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Avior Wealth Management's IWM Position: Q2 2026 in Review

Avior Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 48% in Q2 2026, buying an estimated $1.3M and bringing the position to 14,277 shares worth $4.26M. The position accounts for 0.11% of the portfolio, ranked #164.

Avior Wealth Management first reported a position in IWM in Q4 2013 and has held it in 51 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Avior Wealth Management held 14,277 shares of iShares Russell 2000 ETF worth $4.26M as of Q2 2026.
  • Avior Wealth Management bought 4,627 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Russell 2000 ETF made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Avior Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.