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

Avior Wealth Management’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	$402K	Sell	1,020 -5	-0.5%	-$1.82K	0.01%	577
2026 Q1	$322K	Sell	1,025 -53	-5%	-$17.6K	0.01%	666
2025 Q4	$348K	Buy	1,078 +18	+2%	+$5.85K	0.01%	570
2025 Q3	$339K	Buy	1,060 +1	+0.1%	+$302	0.01%	560
2025 Q2	$303K	Buy	1,059 +4	+0.4%	+$1.05K	0.01%	569
2025 Q1	$270K	Buy	1,055 +14	+1%	+$3.95K	0.01%	577
2024 Q4	$300K	Buy	1,041 +163	+19%	+$48.2K	0.01%	595
2024 Q3	$249K	Buy	878 +62	+8%	+$17K	0.01%	640
2024 Q2	$214K	Buy	816 +796	+3,980%	+$207K	0.01%	652
2024 Q1	$5.42K	Sell	20 -67	-77%	-$17.1K	﹤0.01%	2057
2023 Q4	$21.9K	Buy	87 +67	+335%	+$15.1K	﹤0.01%	870
2023 Q3	$4.48K	Buy	20 +10	+100%	+$2.39K	﹤0.01%	1218
2023 Q2	$2.43K	Sell	10 -16	-62%	-$3.67K	﹤0.01%	1338
2023 Q1	$5.9K	Buy	26 +16	+160%	+$3.66K	﹤0.01%	1153
2022 Q4	$2.15K	Hold	10	–	–	﹤0.01%	1044
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	1031
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	947
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	982
2021 Q4	$2K	Sell	10 -16	-62%	-$4.82K	﹤0.01%	975
2021 Q3	$7K	Sell	26 -95	-79%	-$28.5K	﹤0.01%	811
2021 Q2	$37K	Sell	121 -797	-87%	-$240K	﹤0.01%	563
2021 Q1	$276K	Buy	918 +241	+36%	+$74.8K	0.03%	372
2020 Q4	$194K	Hold	677	–	–	0.02%	377
2020 Q3	$149K	Hold	677	–	–	0.02%	402
2020 Q2	$140K	Hold	677	–	–	0.02%	407
2020 Q1	$107K	Buy	677 +667	+6,670%	+$132K	0.02%	410
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	719
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	725
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	728
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	620
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	678
2018 Q3	$2K	Sell	10 -23	-70%	-$4.9K	﹤0.01%	680
2018 Q2	$7K	Hold	33	–	–	﹤0.01%	617
2018 Q1	$6K	Buy	33 +23	+230%	+$4.42K	﹤0.01%	622
2017 Q4	$2K	Hold	10	–	–	﹤0.01%	692
2017 Q3	$2K	Hold	10	–	–	﹤0.01%	457
2017 Q2	$2K	Hold	10	–	–	﹤0.01%	414
2017 Q1	$2K	Hold	10	–	–	﹤0.01%	455
2016 Q4	$2K	Hold	10	–	–	﹤0.01%	451
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	442
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	443
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	465
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	436
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	385
2015 Q2	$2K	Hold	10	–	–	﹤0.01%	353
2015 Q1	$2K	Hold	10	–	–	﹤0.01%	323
2014 Q4	$1K	Hold	10	–	–	﹤0.01%	316
2014 Q3	$1K	Buy	+10	New	+$1.34K	﹤0.01%	319

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

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

Avior Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.49% in Q2 2026, selling an estimated $1.82K and leaving 1,020 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #577.

Avior Wealth Management first reported a position in IWO in Q3 2014 and has held it in 48 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Avior Wealth Management held 1,020 shares of iShares Russell 2000 Growth ETF worth $402K as of Q2 2026.
Avior Wealth Management sold 5 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.82K.
iShares Russell 2000 Growth ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #577 holding.
Avior Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and has held it in 48 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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