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 Q3	–	Sell	-1,773	Closed	-$263K	–	559
2026 Q2	$263K	Hold	1,773	–	–	0.01%	487
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%	-$59.6K	0.56%	43
2019 Q2	$961K	Sell	12,394 -4,566	-27%	-$354K	0.61%	36
2019 Q1	$1.3M	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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Avestar Capital's IJR Position: Q3 2026 in Review

Avestar Capital sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2026, closing a stake of 1,773 shares — an estimated $263K sold.

Avestar Capital first reported a position in IJR in Q4 2017 and held it in 16 quarters. The position peaked at $4.23M in Q3 2018. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Avestar Capital reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 1,773 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $263K.
Avestar Capital first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 16 quarters.
Avestar Capital's iShares Core S&P Small-Cap ETF position peaked at $4.23M in Q3 2018.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.