Avestar Capital’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Avestar Capital’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Hold	1,773	–	–	0.01%	486
2026 Q1	$220K	Hold	1,773	–	–	0.01%	474
2025 Q4	$213K	Hold	1,773	–	–	0.01%	451
2025 Q3	$211K	Buy	+1,773	New	+$204K	0.01%	454
2024 Q3	–	Sell	-2,815	Closed	-$300K	–	489
2024 Q2	$300K	Buy	+2,815	New	+$301K	0.03%	333
2020 Q3	–	Sell	-5,399	Closed	-$369K	–	239
2020 Q2	$369K	Sell	5,399 -2,468	-31%	-$156K	0.16%	124
2020 Q1	$441K	Sell	7,867 -3,037	-28%	-$226K	0.24%	98
2019 Q4	$914K	Sell	10,904 -721	-6%	-$58K	0.52%	47
2019 Q3	$905K	Sell	11,625 -769	-6%	-$59.5K	0.56%	43
2019 Q2	$961K	Sell	12,394 -4,566	-27%	-$354K	0.61%	36
2019 Q1	$1.29M	Sell	16,960 -11,896	-41%	-$914K	0.85%	25
2018 Q4	$1.98M	Sell	28,856 -19,958	-41%	-$1.54M	1.36%	17
2018 Q3	$4.23M	Buy	48,814 +9,981	+26%	+$874K	2.45%	10
2018 Q2	$3.21M	Sell	38,833 -1,411	-4%	-$115K	2.03%	12
2018 Q1	$3.07M	Sell	40,244 -5,741	-12%	-$447K	2%	13
2017 Q4	$3.53M	Buy	+45,985	New	+$3.47M	2.64%	9

Other funds holding IJR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Avestar Capital's IJR Position: Q2 2026 in Review

Avestar Capital held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,773 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #486.

Avestar Capital first reported a position in IJR in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.23M in Q3 2018. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Avestar Capital held 1,773 shares of iShares Core S&P Small-Cap ETF worth $263K as of Q2 2026.
Avestar Capital left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #486 holding.
Avestar Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Avestar Capital's iShares Core S&P Small-Cap ETF position peaked at $4.23M in Q3 2018.
1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.